AI infrastructure buildout has become a borrowing event of historic scale. US companies have issued nearly $1.7 trillion in bonds so far this year, up 27% from the same period a year ago and more than all of 2025 combined, according to SIFMA data, with hyperscalers, data-center REITs, and power producers leading the charge. BMO Capital Markets rates strategist Ian Lyngen frames the mechanism: “On top of concerns about the growth of government debt, a record pace of corporate bond issuance has added substantial duration supply to U.S. fixed income markets, with consequences for the outright level of yields as well as the shape of the yield curve and term premium.” In plain English, every long-dated bond funding a GPU cluster…
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