The artificial intelligence boom is increasingly spilling into the riskiest corners of U.S. credit markets, where lenders are demanding higher returns to finance companies with uncertain future earnings, Reuters reported.
AI-related issuance by low-rated firms has reached $88 billion this year, according to Goldman Sachs, with most of the borrowing coming from U.S. issuers. In the first 11 months of 2025, AI-related issuance in leveraged finance, primarily through junk bonds and loans, stood at just $20 billion, according to Neuberger Berman data cited by Reuters.
