SPGI's Q2 2026 earnings call indicates management expects hyperscaler debt issuance to remain broadly stable through the back half of 2026, with full-year issuance guided to about $250–$300 billion. The team cites strong market absorption, varied deal structures including non-U.S. issuance, and a supportive refinancing backdrop as the foundation for a mid- to high-single-digit growth outlook.
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What did management say about Hyperscaler debt issuance outlook?
Management’s message was that hyperscaler debt issuance should remain broadly stable through the back half of 2026, with issuance levels remaining “not too much more” than what has already occurred in the first half, supported by strong market absorption and continued use of varied deal structures.
Management stated that their full-year hyperscale issuance range is about $250 billion to $300 billion, which “basically says not too much more hyperscale issuance relative to the first half and the back half of the year.” 1
They also provided key context on where issuance was already tracking:
Management addressed concerns about whether pushback on hyperscalers’ cap spending could reduce debt issuance, and whether higher interest rates would do the same. The transcript excerpt shows the question being raised, but the provided excerpts include the earlier, direct hyperscale-issuance positioning rather than a separate quantified “slowdown/no slowdown” response. 31
However, management’s earlier response to the hyperscale-issuance topic emphasized several stabilizing factors:
Management tied their issuance view to observed pacing and ongoing refinancing dynamics:
Management’s explicit stance on hyperscaler debt issuance outlook is range-bound and stable through the remainder of the year:
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