Bloomberg Tech Amazon Looks to Raise At Least $37 Billion with Bond Sale
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Mar 10, 2026 Katrina Manson, a reporter on defense and AI adoption in the Pentagon, explains Google AI agents in military workflows. Gabriella Borges, a software analyst at Goldman Sachs, breaks down cloud capex and margin dynamics. Antonio Neri, CEO of Hewlett Packard Enterprise, discusses surging AI hardware demand and supply constraints. They cover Amazon’s massive bond move to fund AI, Pentagon AI rollout, and AI-driven hardware markets.
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Bondholders Are Embracing Hyperscaler Debt
- Bond investors are keen to buy large tech credit despite rising absolute debt loads, making hyperscalers serial issuers.
- Bloomberg Intelligence expects strong demand and potential tightening of pricing by 20–30+ basis points on large tranches.
Pentagon Expands AI Use With Google Agents
- The Pentagon is rolling out Google's Gemini chat and adding agentic AI across unclassified networks while negotiating classified use.
- Emil Michael says 1.2 million Pentagon users already used Gemini chat and the Defense Department has three preferred AI partners after cutting back Anthropic.
AI Is Embedded In Current CENTCOM Operations
- AI tools are actively used in CENTCOM operations for targeting and fast decision loops.
- Reporting cites Project Maven–derived systems helping narrow targets as CENTCOM has struck ~5,000 targets in 10 days, illustrating operational integration of AI.