Analysisdatacenter financingfixed incomeswap spreads
AI Data-Center Financing Drives Long-Term Duration Supply
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8.2
The Federal Reserve Bank of Dallas on Feb. 10, 2026 analyzes how large AI data-center financing — estimated at $3–$5 trillion over the next three to five years — will add long-duration supply to U.S. fixed-income markets. It highlights channels including ~$300 billion of 2026 investment-grade issuance (about $360 billion in 10-year equivalents), pay-fixed swap transformations (possibly ~$50 billion in Q4 2025) and potential crowding-out of financial issuers.
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Strong Dallas Fed analysis with official data and clear market channels; limited novelty beyond framing and empirical depth
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