The AI-led borrowing frenzy could end up driving interest rates higher, Apollo's chief economist says [Business Insider]
Apollo Global Management, Inc. (New) (APO)
Last apollo global management, inc. (new) earnings: 5/1 07:00 am
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Source: Business Insider
Have an account? Log in AI spending from Big Tech hyperscalers is expected to surge again in 2026. Torsten Sløk of Apollo thinks AI-driven corporate borrowing could drive up interest rates. He said that new investment-grade bond issuance could pull buyers away from the Treasury market. A top economist has a fresh warning about debt-fueled capex spending in 2026. Torsten Sløk, the chief economist at Apollo Global Management, flagged expectations that AI hyperscalers will be significant drivers of investment-grade bond issuance this year. In his view, the flood of new bonds into the market as tech companies look to fund their data centers and other infrastructure is bound to put upward pressure on interest rates. The issue is that more corporate debt issuance could drag buyers away from other bond markets. "The significant increase in hyperscaler issuance raises questions about who will be the marginal buyer of IG paper," he wrote. "Will it come from Treasury purchases an
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APO
Earnings
- 11/4/25 - Beat
APO
Sec Filings
- 12/15/25 - Form 4
- 12/15/25 - Form 4
- 12/12/25 - Form 4
- APO's page on the SEC website