AI hyperscalers will drive higher US corporate bond supply in 2026, analysts say

WASHINGTON: U.S. corporate bond issuance is expected to increase substantially in ⁠2026, driven in part by AI hyperscaler companies’ build-out needs, analysts forecast. While pent-up M&A activity and a need by companies to refinance existing debt will likely contribute to higher overall corporate bond issuance this year, the biggest factor will be AI-related funding ‌needs, according to ‌a Thursday report from Barclays.