Big Tech's AI fundraising has doubled, and credit spreads are widening

Brian Sozzi breaks down a new Barclays note showing that capital raised by hyperscalers, data center special purpose vehicles and neoclouds through investment-grade debt, high-yield debt and equity rose from $172 billion in 2025 to $346 billion so far this year, as credit spreads widen and credit default swap spreads rise. Plus OpenAI's reported $30 billion capital raise, and why Sozzi thinks it could end up raising even more. Sozzi Unleashed is hosted by Yahoo Finance Executive Editor Brian Sozzi. 00:00 Barclays: Tech's debt pile is piling up 00:18 From $172 billion to $346 billion 00:25 Why widening credit spreads are a red flag 00:59 Alphabet's 100-year bond and Meta's debt raises 01:07 OpenAI's reported $30 billion raise 01:35 Why OpenAI's CFO loves to raise money 01:58 Anthropic's $65 billion raise #BigTech #AI #OpenAI #SozziUnleashed #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571