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Macro Picture
Nov 10, 2026

The AI Debt Boom and the Rising Cost of Sovereign Borrowing

Nato Balavadze

In this paper, we discuss:

  • Why sovereign borrowing costs are reaching multidecade highs;
  • How the AI investment boom is driving corporate debt issuance;
  • Why AI borrowing could intensify competition for global capital;
  • How rising yields are increasing fiscal pressures on governments;
  • Why AI financing risks could amplify financial instability.

Download PDF: AI Debt Boom – November 2026

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