Big Tech’s AI fundraising has doubled, and credit spreads are widening
Brian Sozzi breaks down a new Barclays note showing that capital raised by hyperscalers, data center special purpose vehicles and neoclouds through investment-grade debt, high-yield debt and equity rose from $172 billion in 2025 to $346 billion so far this year, as credit spreads widen and credit default swap spreads rise. Plus OpenAI’s reported $30 billion capital raise, and why Sozzi thinks it could end up raising even more.
Sozzi Unleashed is hosted by Yahoo Finance Executive Editor Brian Sozzi.
00:00 Barclays: Tech’s debt pile is piling up
00:18 From $172 billion to $346 billion
00:25 Why widening credit spreads are a red flag
00:59 Alphabet’s 100-year bond and Meta’s debt raises
01:07 OpenAI’s reported $30 billion raise
01:35 Why OpenAI’s CFO loves to raise money
01:58 Anthropic’s $65 billion raise
#BigTech #AI #OpenAI #SozziUnleashed #YahooFinance
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