alt Hacker NewsThis tracks with recent reporting that AI debt issuance fell 50% month over month in September[0]
> Tech companies raised $23 billion in AI-related debt globally in September, less than half the amount raised in August, according to Morgan Stanley data covering public bonds and private placement transactions.
> The decline marks a continued drop from June, when companies raised a record $113 billion for AI infrastructure including data centers and chips. In the US investment-grade market, where blue-chip tech groups borrowed around $306 billion between January and August, AI-related bond issuance stopped completely last month.
0: https://www.investing.com/news/stock-market-news/tech-compan...
To make senes of the drop we need to know how much they expected to raise in September. Were the expecting to raise $50B but only raised $23B? Or were they expecting to raise $25B but only raised $23B? That's an important detail. Further, "bond issuance stopped"... was that intentional or not? It's like we're getting half the story and then have to use our imagination and biases to make the story as bad as possible.
ftfa "Morgan Stanley attributed the decline to the large amount of debt already raised earlier this year."
ok, is that good or bad? They never say.