JPMorgan Sees AI Spree Driving Record 2027 US High-Grade Supply
THE SO WHAT
If AI buildout and refinancing push 2027 US investment-grade issuance to new records, the AI cycle is now firmly a credit-market story, not just an equity one. CFOs should expect tighter spreads for non-AI borrowers and more competition for balance-sheet capacity as hyperscalers tap bond markets to fund data centers.
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