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Alphabet Launches Six-Tranche Euro Bond Sale to Fund AI Infrastructure

Investor demand will show how much room is left for Big Tech debt tied to AI buildouts.

Overview

  • Alphabet opened a six-part euro bond sale Tuesday, marketing at least €3 billion, while Bloomberg said demand supported a deal of at least €9 billion.
  • Proceeds are for general corporate purposes, and the sale comes as Alphabet plans up to $190 billion of 2026 capital spending focused on AI data centers.
  • The structure spans six maturities with a longest note due in 2063, early price talk near 205 basis points over midswaps, and Barclays, BNP Paribas, Deutsche Bank and HSBC running the books.
  • S&P Global Ratings assigned an AA+ to the proposed euro issue and said Alphabet is also preparing Canadian-dollar bonds.
  • The deal lands in a market that has absorbed about $300 billion of AI-linked debt, with Meta’s $25 billion bond last week pointing to higher premiums as investors grow choosier.