Goldman Sachs: investors poured ~$500B into AI-linked groups in 2026

Goldman Sachs estimates investors have provided roughly $500B in financing to AI-linked companies so far in 2026. Hyperscalers are expanding debt issuance into euros, Canadian dollars and other currencies to meet the sector's huge capital needs.

• Investors provided ~$500B in financing to AI-linked groups in 2026 so far
• Hyperscaler debt issuance is spreading to euro, CAD and other currencies
• Huge capital needs are forcing companies and countries to rethink borrowing