AI debt issuance collapses from $113B in June to $23B in September, desk account says

AI-linked borrowing has exploded to $466 billion in the first nine months of 2026, up from $101 billion over the same period last year, but AI debt issuance fell from $113 billion in June to just $23 billion in September, according to a desk account. The post argues the hyperscaler buildout is funded by debt and that slowing debt flows will slow the buildout, with growing concern over who absorbs the losses.

Detected & updated continuously · Source: Nebula