JPMorgan now expects technology-related corporate bond issuance to top $500 billion this year. The bank raised its 2026 forecast for debt issuance in the technology, media and telecom sectors to $540 billion, up from a previous projection of $450 billion, saying higher spending by large-cap technology companies is leading the current artificial-intelligence investment cycle. In a report published on Friday, a team led by strategist Erica Spear described chip-backed financing as the next major frontier for supporting AI infrastructure, and said the segment could expand to trillions of dollars by the end of the decade. JPMorgan also identified seven investment-grade data center financing opportunities beyond the six projects that have already completed financing, with four expected to come from Oracle and OpenAI. On individual issuers, the bank expects Meta Platforms to return to the bond market after the company reports third-quarter earnings. Microsoft, by contrast, is considered the biggest uncertainty and could approach bond investors for the first time since 2017. The report was attributed to Jinshi and published by Odaily.
JPMorgan now expects technology-related corporate bond issuance to top $500 billion this year. The bank raised its 2026 forecast for debt issuance across the technology, media and telecom sectors to $540 billion, up from a prior estimate of $450 billion. The revision, the bank said, reflects large technology companies spending more as they lead the artificial-intelligence investment cycle.
In a Friday report, a team led by strategist Erica Spear said chip-backed financing would become the “next major frontier” for AI infrastructure. By the end of this decade, the market could “expand to trillions of dollars,” the team said.
JPMorgan also identified seven investment-grade data center financing opportunities on top of six projects that have already completed financing. Four of the seven are expected to come from Oracle and OpenAI.
Meta Platforms is expected to return to the bond market after it reports third-quarter earnings, according to the bank. Microsoft, by contrast, is seen as the “biggest uncertainty” and could tap bond investors for the first time since 2017.
The report was attributed to Jinshi and published by Odaily.
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