According to @KobeissiLetter, investment-grade bond issuance from AI-focused Big Tech has hit a record $88 billion. According to @KobeissiLetter, Meta (META) and Oracle (ORCL) issued $30 billion and $18 billion of debt in September and October 2025, respectively. According to @KobeissiLetter, an additional $27 billion was raised via a Special Purpose Vehicle formed by Meta and Blue Owl Capital to fund Meta’s Louisiana data center. According to @KobeissiLetter, Oracle also secured a $38 billion project-finance loan tied to new AI data centers in Texas and Wisconsin, lifting total AI data center–related borrowing to $126 billion. According to @KobeissiLetter, this total reflects a roughly 500% increase versus full-year 2024 and quadruples the sector’s 2015–2024 average annual issuance of $32 billion. Based on figures reported by @KobeissiLetter, traders can track the surge in AI capex financing via IG bonds, SPVs, and project finance as a cross-asset signal, while monitoring META and ORCL credit spreads and primary market supply for trading setup timing. Based on figures reported by @KobeissiLetter, crypto-focused traders can add this AI financing momentum to their macro dashboard for cross-asset context.