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US Has Under-Invested in Required AI Infrastructure, Says Michael Green
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January 29, 2026
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7:59Now PlayingMichael Green, Chief Strategist at Simplify Asset Management, discusses US AI infrastructure networks and the how equating machine labor for human labor will impact the US economy.
Wall Street is gearing up for a borrowing bonanza to bankroll artificial intelligence projects that could push February corporate bond sales to a record, even as warnings against complacency continue to percolate across credit markets.
International Business Machines Corp. is selling dollar and euro bonds after reporting quarterly sales that topped analysts’ estimates. Meta Platforms Inc. and Microsoft Corp. also posted results, freeing them up to sell bonds. US high-grade issuance for January is already approaching a record and Wall Street banks and investors are expecting new highs in the coming months as debt sales shift from banks to non-financial sectors.
February and March are typically some of the busiest months for the technology, media and telecommunications sector, with the two months averaging a combined total of $44 billion in high-grade bond sales annually over the last four years, according to JPMorgan Chase & Co. That’s a huge jump from an average of about $9 billion in January.
The next two months will be busier than usual due an unprecedented rush to finance AI projects expected this year, according to JPMorgan credit strategist Nathaniel Rosenbaum. His team is forecasting a record $400 billion in high-grade debt issuance from the TMT sector in 2026.
“The expectation of very heavy hyperscaler issuance is the base case of nearly all credit investors at this point,” Rosenbaum said in an interview. “The average high-grade issuer is a pretty savvy student of the market and is well aware that issuing when spreads are tight is usually a prudent decision.”
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