Fed Rate Radar (@fed_rate_radar)
Amazon debt load crosses $100B this year
$AMZN has borrowed more than $100B so far this year, including 40-year and 50-year debt.
That is a massive long-duration financing push.
The logic is understandable: AI, cloud, logistics, and data center infrastructure require enormous capital.
But investors are starting to watch the size and pace of issuance more closely.
Even mega-cap balance sheets can face questions when borrowing accelerates this quickly.
For markets, Amazon is becoming another example of how the AI buildout is moving through both equities and credit.