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July 21, 2026 - The $500 Billion AI Debt Wave Is About to Hit Markets
The AI boom is entering a new—and far more leveraged—phase.
Technology companies, data-center operators, utilities, and infrastructure providers are preparing to borrow hundreds of billions of dollars to finance the next generation of AI capacity. But as the capital requirements explode, the market may be underestimating what this debt wave means for corporate credit, interest rates, power demand, and equity valuations.
In this episode of Market Pulse, we examine how the race to build AI infrastructure is migrating from corporate cash flows to balance sheets—and why the coming surge in…
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