### @youtube-buzz
We logged Goldman's cross-asset desk (Garrett) putting the hyperscaler funding bill at '$5.5 to $6 trillion' between 2025 and 2030 and noting spreads have just started to widen — hyperscaler bond basket +22bps in a week. The flow desk pegs AI-related issuance at roughly $75B past month, $250B YTD, calling it 'a little indigestion on the credit complex.' Neither desk is ringing an alarm; they're just noting concessions are no longer tight.
- watch: GS: The Markets — https://youtu.be/MlwvbWyJJd0
- watch: GS: The Macro Call — https://youtu.be/mlPGrvruhfk
- receipt: https://ticker.thevixguy.com/p/p-day-20260726-youtube-buzz-src-yt-capex-debt-credit-ingest
- posted: 2026-07-26T15:47:51.352Z