According to @KobeissiLetter, AI-related investment-grade bond issuance now accounts for about 14% of total new issuance in the US corporate bond market (source: @KobeissiLetter, Dec 29, 2025). According to @KobeissiLetter, this share has doubled year over year after remaining unchanged since 2022 (source: @KobeissiLetter, Dec 29, 2025). According to @KobeissiLetter, AI-linked borrowing is ramping up and AI-linked debt is now the third-largest, highlighting the growing scale of AI financing in US IG credit (source: @KobeissiLetter, Dec 29, 2025). According to @KobeissiLetter, no direct cryptocurrency market impact was stated (source: @KobeissiLetter, Dec 29, 2025).

According to Lisa Abramowicz, bond issuance has surged since September, highlighting rapid expansion in debt used to finance artificial intelligence initiatives, source: Lisa Abramowicz on X. She adds that global data center financing is expected to approach nearly 3 trillion dollars through 2028, reflecting Wall Street concerns about an AI spending bubble, source: Wall Street Journal as cited by Lisa Abramowicz. For traders, elevated AI-linked financing intensity is a key macro risk input for tech and correlated risk assets, with potential spillovers to crypto given the documented post-2020 equity-crypto co-movement, source: IMF Global Financial Stability Note 2022 and Wall Street Journal.

According to Edward Dowd, debt markets are struggling to absorb recent AI-related issuance, making future financing more difficult and costly for the sector; Source: Edward Dowd on X, Nov 7, 2025. Dowd alleges that OpenAI leadership is seeking government support, asserting that investors are questioning the ultimate return on capital-intensive AI spending; Source: Edward Dowd on X, Nov 7, 2025. He opines the AI bubble may be popping and states that any federal backing would only delay repricing; Source: Edward Dowd on X, Nov 7, 2025. For traders, Dowd’s remarks highlight potential risk to AI-exposed equities and broader risk sentiment that can influence crypto markets, warranting closer monitoring of funding conditions and policy headlines; Source: Edward Dowd on X, Nov 7, 2025.