Bank of America: AI Financing to Reach $344 Billion by 2026, Surpassing 2025 Total

The scale of AI-related financing is expected to reach $344 billion in 2026, significantly exceeding the total of $136 billion for the entire year of 2025, with AI infrastructure financing accelerating. In terms of financing structure, U.S. hyperscale cloud service providers contributed $157 billion, non-U.S. hyperscale cloud service providers contributed $62 billion, data center project financing amounted to $51 billion, and financing related to Nvidia and SpaceX reached $50 billion, while the chip sector saw $23 billion in financing, including the senior debt portion of the $35 billion APCHIP deal. AI financing activities have gradually increased over the past few years, with a noticeable acceleration in 2025 and further growth expected in 2026. Hyperscale cloud service providers, chip manufacturers, and data center developers are locking in computing power and infrastructure capacity at a larger scale in advance. The continuously expanding financing scale indicates a strong medium- to long-term visibility of demand for AI infrastructure, with funds consistently flowing into segments such as computing power, chips, and data centers within the AI industry chain. The ultimate capital return and project execution will determine the sustainability of this round of large-scale capital expenditure.

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