Caleb Mutua / Bloomberg:

Report: in May, supply of unsecured bonds from hyperscalers passed $155B YTD, up 45%+ from 2025's total issuance; some AI-infra bond sales are 4x oversubscribed  —  Credit heavyweights like DoubleLine Capital LP and Oaktree Capital Management are buying debt now that can perform …

Caleb Mutua / Bloomberg:

Report: in May, supply of unsecured bonds from hyperscalers passed $155B YTD, up 45%+ from 2025's total issuance; some AI-infra bond sales are 4x oversubscribed  —  Credit heavyweights like DoubleLine Capital LP and Oaktree Capital Management are buying debt now that can perform …

Source: TechMeme
Source Link: https://www.techmeme.com/260606/p11#a260606p11