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AI-Related Corporate Debt Surged 99% in One Year, Alarming Investors

Debt tied to artificial intelligence investments surged 99% over the past year, creating what analysts call a "shock to the system" for investors. A flood of bond issuances from major hyperscalers — large cloud and AI infrastructure companies — risks pushing investor portfolios past concentration limits for a single company or sector. The rapid build-up raises concerns about systemic financial risk linked to the AI spending boom.

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