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AI hyperscalers will drive higher US corporate bond supply in 2026, analysts…

US corporate bond issuance is expected to increase substantially in 2026, driven ‍in part by AI hyperscaler companies’ build-out needs, analysts forecast. While pent-up M&A activity and a need by companies to ⁠refinance existing debt will likely contribute to higher overall corporate bond issuance this year, the biggest factor will be AI-related funding needs, according […]

US corporate bond issuance is expected to increase substantially in 2026, driven ‍in part by AI hyperscaler companies’ build-out needs, analysts forecast.

While pent-up M&A activity and a need by companies to ⁠refinance existing debt will likely contribute to higher overall corporate bond issuance this year, the biggest factor will be AI-related funding needs, according to a Thursday report from Barclays.

Overall U.S. corporate bond issuance is expected to reach $2.46 trillion in ‌2026, up 11.8% ‌from $2.2 trillion in 2025, according to…

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