Nine of the world’s largest technology companies will need to finance more than four trillion dollars in artificial intelligence investments by 2030. According to the OECD, such a large volume of debt financing could significantly change the dynamics of the global corporate bond market.
You might like: Trading vs. Investing
AI investments in the trillions
Nine major companies focused on artificial intelligence and technology will need to finance capital expenditures of $4.1 trillion (CZK 85.84 trillion) by 2030. This was stated by the Organisation for Economic Co-operation and Development (OECD) in its latest report on corporate debt. The companies include Amazon, Google from Alphabet, Meta, and Microsoft.
If half of this amount were financed through bond markets, these nine companies alone would account for about 15 percent of global corporate bond issuance. According to the OECD, the rapid increase in borrowing by AI companies driven by efforts to expand data centers and increase processor performance could make corporate bond markets resemble equity markets more closely. Equity markets are generally considered riskier due to their higher volatility.
Read more: eToro – Review
Bubble risks and global economic impact
These nine companies also represent roughly 12 percent of global stock market capitalization. In 2025 alone, they raised $122 billion on bond markets, which accounted for nearly half of all bond issuance by technology companies worldwide. Carmine Di Noia, OECD Director for Financial and Enterprise Affairs, said the growing convergence between equity and bond markets could make it more difficult for investors to diversify portfolios and hedge risks.
Infrastructure for artificial intelligence may require an additional $5 trillion in investments by 2030, likely increasing debt levels across related sectors such as energy, real estate, and IT hardware manufacturing. The OECD also warned that the current global non-financial corporate bond market valued at $17.2 trillion may struggle to absorb such a large wave of new issuance, especially amid rising government debt and shifts in the global investor base.
Source: ČTK
