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Strategies & Market Trends : World Outlook

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To: Les H who wrote (49429)	12/13/2025 10:36:31 AM
From: Les H	of 49690

Apollo exec says data center debt wave is 'tip of the iceberg' Francisco Velasquez Wed, December 10, 2025 Apollo exec says data center debt wave is 'tip of the iceberg' [Video] Keep scrolling down to read series of articles on data centers. Data center debt skyrockets 112% — $25 billion issued as AI boom fuels borrowing frenzy The pace of capital expenditures in AI data centers now stretches the limits of what company cash flows can support; in 2025 and 2026, AI capex is expected to consume up to 94% of operating cash flow minus dividends and buybacks, up from 76% in 2024, forcing companies to increasingly rely on debt markets. Major tech companies like Meta, Oracle, and Alphabet have borrowed heavily, issuing $75 billion in bonds and loans in just September and October 2025—more than double the sector's annual average from 2015 to 2024. Industry-wide, data center asset-backed securities and commercial mortgage-backed securities total about $49 billion outstanding. Morgan Stanley projects that AI-related data center spending will reach $2.9 trillion cumulatively from 2025 to 2028, with roughly half requiring external f .. Read more at: economictimes.indiatimes.com

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