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Report: in May, supply of unsecured bonds from hyperscalers hit $155B YTD, 45%+ more than 2025's total issuance; some AI-infra bond sales are 4x oversubscribed (Caleb Mutua/Bloomberg) from Techmeme RSS feed.
Report: in May, supply of unsecured bonds from hyperscalers hit $155B YTD, 45%+ more than 2025's total issuance; some AI-infra bond sales are 4x oversubscribed (Caleb Mutua/Bloomberg)
Caleb Mutua / Bloomberg:
Report: in May, supply of unsecured bonds from hyperscalers hit $155B YTD, 45%+ more than 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 …