The Kobeissi Letter: This is incredible: AI-related companies have issued ~$140 billion in investment-grade...

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This is incredible:

AI-related companies have issued ~$140 billion in investment-grade bonds year-to-date, accounting for 49% of the total IG issuance.

AI-related companies have also attracted ~$220 billion in venture capital funding year-to-date, making up 87% of the total.

This means nearly 9 in every 10 Dollars of VC funding has flowed into AI-related firms.

Furthermore, in high-yield corporate bonds, AI has accounted for 38% of total issuance, or ~$21 billion year-to-date.

Combined, AI companies have raised ~$380 billion across all three channels year-to-date, reflecting ~64% of all capital flows.

The AI investment boom is reshaping how capital is allocated across the entire financial system.
(@TheKobeissiLetter)

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