This story is from September 30, 2026. For the latest, see today's news.
A new Barclays note highlighted in a Yahoo Finance video shows that capital raised by hyperscalers, special purpose vehicles and neoclouds through investment-grade debt, high-yield debt and equity has roughly doubled, from $172 billion in 2025 to $346 billion so far this year. The report notes widening credit spreads and rising credit default swap spreads, which analysts see as a potential warning sign about how markets are pricing the risk of heavy AI infrastructure borrowing.
The video also covers recent large raises, including Alphabet's 100-year bond issuance, Meta's debt offerings, OpenAI's reported $30 billion capital raise, and Anthropic's $65 billion raise. Host Brian Sozzi suggests OpenAI could end up raising even more than currently reported as it continues to fund its growth.
This is an AI-written summary. The original reporting belongs to @YahooFinance. How we write these · Spot a mistake?