Dossier
Apollo Global
Coverage of Apollo Global in the Nexus archive.
- The AI boom is increasingly built on debt, but investor demand is plunging just as hyperscalers ramp up their bond blitz
The AI boom is increasingly reliant on debt as hyperscalers like Alphabet, Meta, Amazon, Oracle, and Nvidia issue billions in bonds to fund AI infrastructure. However, investor demand for these bonds is declining, forcing companies to offer higher yields, while competition from Treasury debt and a saturated market threaten to raise borrowing costs.