Home / News / AI Companies’ Debt Now Equals 68% of New Long-Term U.S. Treasury Borrowing This Year, JPMorgan Finds

AI Companies’ Debt Now Equals 68% of New Long-Term U.S. Treasury Borrowing This Year, JPMorgan Finds

JPMorgan and Goldman Sachs have both run the numbers on how much debt the biggest AI companies are piling into bond markets this year, and the figure they landed on threatens to reshape who actually sets long-term interest rates in America.

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Stocks· September 10, 2026 at 02:00 PM
Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
NeutralMedium impact

AI summary

JPMorgan and Goldman Sachs have both run the numbers on how much debt the biggest AI companies are piling into bond markets this year, and the figure they landed on threatens to reshape who actually sets long-term interest rates in America.

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