Goldman Sachs: investors have provided ~$500B in financing to AI-linked groups in 2026 so far, as hyperscaler debt issuance spreads to the euro, CAD, and others (Financial Times)

Investors have poured roughly $500 billion into AI-linked companies this year, underscoring that the AI boom is no longer just a technology story but a capital-markets one. For CIOs and technology leaders, the strategic implication is that hyperscale AI infrastructure will increasingly depend on large-scale debt financing across multiple currencies, which may shape vendor pricing, capacity availability, and the pace at which enterprises can consume AI services.