AI investment, govt borrowing drive global cost of capital higher: Goldman Sachs
Goldman Sachs reports that increased spending on AI infrastructure and higher government borrowing are driving up the global cost of capital. Companies are raising more debt and equity to fund these investments, while governments increase borrowing for infrastructure and defense. This rise in funding costs may pressure equity prices if earnings growth slows, although opportunities are broadening across various sectors and geographies.
- ▪Capital expenditure by AA-rated issuers rose 65 percent year-on-year in the second quarter, marking the 10th consecutive quarter of growth exceeding 35 percent.
- ▪US convertible bond issuance has reached USD 135 billion this year, with AI-related borrowers accounting for 44 percent of the total.
- ▪Goldman Sachs raised its full-year US investment-grade gross issuance forecast by USD 200 billion to USD 2.3 trillion.
- ▪Thirty-year government bond yields in Germany and Japan were close to zero in 2022 but have since increased due to geopolitical and AI-related uncertainty.
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| Original publisher | The Tribune |
| Canonical URL | https://www.tribuneindia.com/news/business/ai-investment-government-borrowing-drive-global-cost-of-capital-higher-goldman-sachs/ |
| Publication time | Sun, 20 Sep 2026 00:53:02 +0000 |
| Retrieval time | 2026-09-20T00:58:46.193Z |
| Last seen | 2026-09-20T00:58:46.193Z |
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New Delhi [India], September 19 (ANI): Rising spending on artificial intelligence (AI) infrastructure and higher government borrowing are pushing up the global cost of capital, as companies raise more debt and equity to fund investment while governments increase borrowing for infrastructure, energy security and defence, Goldman Sachs said in a report.The report said the two major themes dominating investor discussions -- AI and rising interest rates -- are increasingly linked as demand for capital rises across both the private and public sectors.Advertisement(function(v,d,o,ai){ai=d.createElement('script');ai.defer=true;ai.async=true;ai.src=v.location.protocol+o;d.head.appendChild(ai);})(window, document, '//a.vdo.ai/core/v-tribuneindia-v0/vdo.ai.js');“In the private sector a surge in…
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