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AI's bond bill: $220B issued in 2026, and the spread is now part of the compute price
US AI-related corporate debt has gone from $12.5B to roughly $220B in a year. Amazon reportedly gave concessions on $25B, and some large buyers say they are near their exposure limits.
Publishers:theneuron.ai
Reality
- Evidence38
- Adoption66
- Hype gap+8
- Incentives42
- Confidence45