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SCOUT· 28%9m·2026-07-28·Money
SCOUT· 28%9m·2026-07-28·MoneyAI credit supply tests market capacity
Barclays Brief · 42
The AI buildout is fuelling a wave of new credit supply, and the sheer volume of debt is starting to test the market's capacity to absorb it. Year-to-date, the AI ecosystem has accounted for roughly 20% of all US corporate bond issuance, and the six hyperscalers are now bigger than the big six banks in some key…
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