AI Hyperscaler Debt Issuance Predictions

Browse AI Hyperscaler Debt Issuance market predictions and forecasts from well-known financial commentators. Each prediction is tracked from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

1 forecast 1 commentator 1 pending

1 forecast

Person Subject Forecast* Source Date Deadline** Outcome

Brian Carney AI Hyperscaler Debt Issuance AI hyperscaler capex debt issuance will remain at approximately $750 billion or more next year, with more debt financing layered on

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[20:33] we don't think it's going to stop. So, you know, we haven't seen if we're thinking about the Canadian market, we haven't seen Meta, we haven't seen Oracle. if I'm those companies, why wouldn't you why wouldn't you go to Canada? Why wouldn't you go to Europe? Uh so and and the capex, you know, that 750 billion for this year is probably 750 if not more for next year. So there's going to be more and more of this debt financing layered on.

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In the Money 2026-06-23 2027-06-23 pending