Tech

Big Tech’s record debt fuels AI infrastructure concerns

Big Tech raises over $120 billion in debt to fund AI infrastructure amidst market instability concerns

Published

2 months ago

November 22, 2025

Ahron Young

Big Tech raises over $120 billion in debt to fund AI infrastructure amidst market instability concerns

In Short:
– Major U.S. tech firms raised over $120 billion in debt for AI, replacing cash strategies, causing investor concerns.
– Significant bond issuance raised market credit spreads, with fears over debt sustainability and investment returns increasing volatility.

Major U.S. technology companies have raised over $120 billion in debt this year for artificial intelligence infrastructure, shifting from their traditional cash-funded strategies.

The change has generated concerns among investors regarding market stability and expected returns.In September, four prominent hyperscaler companies issued nearly $90 billion in public bonds. Alphabet raised $25 billion, Meta $30 billion, Oracle $18 billion, and Amazon $15 billion in its first U.S. dollar bond sale in three years.

Only Microsoft has avoided borrowing from debt markets recently. Total debt issuance has increased substantially from an average of $28 billion over the past five years.

The surge in debt has exacerbated U.S. investment-grade credit spread widening from 74 basis points in mid-September to 84 basis points in mid-November. Alphabet and Meta both paid around 10-15 basis points over their existing debt for these new offerings, indicating investor caution. Oracle’s long-term bonds have faced scrutiny, declining by about 8% and trading at 65 cents on the dollar, with some analysts predicting a potential downgrade to junk status.

Market Pressures

AI capital expenditure is expected to hit $600 billion by 2027, up from $200 billion in 2024. Despite significant borrowing, around 80-90% of planned expenditures rely on cash flows. The mounting debt concerns have contributed to market volatility.

Following Nvidia’s earnings report on November 19, stocks initially rallied before a sharp reversal, with the S&P 500 declining 3% this month due to doubts about AI investment returns.

Tech

Global memory chip shortage set to drive electronics prices higher

Global memory chip shortage raises electronics prices; impacts PCs, smartphones, and likely continues until 2026.

Published

19 minutes ago

January 9, 2026

Harvey Vargas

Global memory chip shortage raises electronics prices; impacts PCs, smartphones, and likely continues until 2026.

A severe global shortage of memory chips is sending shockwaves through the electronics industry, causing prices to rise across consumer devices. Experts warn that this shortage will continue until at least 2026, affecting everything from PCs to smartphones.

Major manufacturers, including Samsung Electronics, have reported record profits but caution that rising memory chip prices could put further pressure on the sector. This shortage is largely driven by AI technology demands, forcing companies to rethink production priorities.

Consumers should expect higher costs for electronics in the coming months, with price increases likely to continue through the end of 2026.

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#ChipShortage #ElectronicsPrices #SamsungNews #AIChips #TechIndustry #PCPriceHike #SmartphoneCosts #TickerNews

Tech

CES 2026 Highlights: AI, robotics, and the future of innovation

CES 2026 explores AI, robotics, and sustainability, reshaping the global economy and redefining productivity and market dynamics.

Published

24 hours ago

January 8, 2026

Harvey Vargas

CES 2026 explores AI, robotics, and sustainability, reshaping the global economy and redefining productivity and market dynamics

CES 2026 in Las Vegas is showing how technology is not just shaping consumer products but redefining the global economy. From AI breakthroughs to robotics innovations, the event highlights how new technologies are changing the way we work, move, and invest.

Brad Gastwirth from Circular Technologies joins us to share his insights on the biggest trends driving this transformation.

The event underscores the growing role of AI in shaping both market dynamics and consumer demand patterns, signalling a new era of innovation.

Robotics, mobility, and sustainability are also at the forefront. From real-time AI-driven mobility tech to energy-efficient computing, CES demonstrates how emerging technologies are integrating across sectors. Brad discusses the intersections of technology, sustainability, and capital expenditure, revealing how these trends are set to reshape productivity paradigms and sector leadership in the coming years.

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#CES2026 #AIRevolution #Robotics #Innovation #MobilityTech #SustainableTech #TechTrends #TickerNews

Tech

CES 2026 opens with AI powering the future of tech

AI dominates CES 2026 in Las Vegas, shaping future tech with smarter, personalized products for everyday use.

Published

1 day ago

January 8, 2026

Harvey Vargas

AI dominates CES 2026 in Las Vegas, shaping future tech with smarter, personalized products for everyday use.

The annual Consumer Electronics Show has officially opened in Las Vegas, with artificial intelligence taking centre stage across nearly every major product category on display. From consumer gadgets to enterprise tools, AI is shaping how technology is designed, used and experienced.

Major tech companies are showcasing smarter, faster and more personalised products, highlighting how AI is moving beyond concepts and into everyday applications. The focus this year is on practicality, efficiency, and seamless integration into daily life.

As CES continues, the event is setting the tone for where technology is heading in 2026, with AI no longer an add-on but a foundation for innovation.

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#CES2026 #ArtificialIntelligence #TechNews #Innovation #FutureTech #LasVegas #AIRevolution #Ticker