Marian Horace
06-10

$Alphabet(GOOGL)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$  $Oracle(ORCL)$ Whoa… the AI spending spree is getting wild.

$159B in debt already issued in just the first 5 months of 2026.

That's 47% more than ALL of 2025 ($108B).

YTD debt surpasses the combined issuance from 2020–2024.

These companies aren't playing small—they're going all in on AI infrastructure. Think data centers, GPUs, power, networking… the whole package.

If you've been sleeping on AI cloud, this is a clear wake-up call.

We're literally watching a new digital supercycle unfold in real time.

Honestly, the scale here is insane. Does anyone else feel like we're at the ground floor of the next tech megatrend?

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