金色财经|Jun 16, 2026 14:48
JPMorgan Chase: AI related bond issuance expected to remain hot in the coming years
According to a report by Golden Finance on June 16th, JPMorgan analysts wrote that bond issuances for AI and data center financing may remain hot. JPMorgan Chase stated that loans cover an average of 85% of the total project cost, and this higher proportion is expected to drive total AI related expenditures to $5.5 trillion by 2030, of which approximately $4.1 trillion will be completed through debt financing. Debt issuers are expected to utilize "every capital market in every country" to meet their growth financing needs. JPMorgan Chase believes that large technology companies, known as "super scale cloud service providers," have strong enough profitability, so even if the scale of debt issuance continues to expand, investors can maintain confidence. The bank also speculates that these companies are currently borrowing heavily, partly because they want to preserve their large cash reserves to prevent future economic deterioration and significant increases in financing costs.
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