India starts tokenizing its $620 billion corporate bond market, advancing blockchain adoption in traditional debt securities.

Higher corporate debt expenses threaten AI infrastructure spending as rates climb in 2026.

According to The Kobeissi Letter, Big Tech firms issued a record 120 billion dollars in corporate debt in 2025 to fund AI related investments. According to The Kobeissi Letter, issuance surged about 500 percent versus 2024 and exceeded the previous four years combined. According to The Kobeissi Letter, Amazon AMZN, Google GOOGL, and Meta were among the issuers, highlighting an aggressive AI capex cycle financed through bond markets.