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Anthropic S-1 analysis — Revenue gains mask looming $100bn+ annual infrastructure bill

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Anthropic S-1 analysis — Revenue gains mask looming $100bn+ annual infrastructure bill

Jamie Irving27 Oct 2026 | US | 8 minute read

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How I tried and failed to escape the debt markets

News & Analysis

LevFin

How I tried and failed to escape the debt markets

How far do you have to go to get away from the global credit ecosystem? Pretty far, it turns out. It took less than 24 hours for leveraged loans to intrude upon my sabbatical. I’d flown to Spain with my bike, to cycle the Camino de Santiago in reverse. The halfway point was a remote cabin in rural Asturias, and the final destination was the foodie paradise of San Sebastián. I pictured it as a retreat into hermetic isolation followed by a high-consumption reemergence into society.

LevFin feeling French fear, but is it going too far?

“The sick man of Europe” diagnosis pops up frequently these days – just ask the UK, Germany, and Italy. Now the focus is on France. Surging spreads between OATs and European peers underline how investors are repricing French political risk. Both extremes of the political spectrum (Mélenchon versus Le Pen)are loud amid a shrinking centre, given President Emmanuel Macron’s May 2027 exit.

AI financing is booming, but where are Europe’s term loan Bs?

Private debt, asset-backed-facilities, bonds. AI-related companies, and the broad definition that comes with it, have tapped almost all forms of financing across different currencies to feed the enormous amount of capex needed to build its infrastructure. US hyperscalers are forecast to spend about $800bn in 2026 alone, according to Goldman Sachs estimates.

Goldman Sachs preps multi-billion-dollar Nebius high yield deal

Neocloud Nebius is seeking to raise $3bn to $4bn of high yield bonds, adding another sizable AI infrastructure financing to Goldman Sachs’s pipeline, according to 9fin sources.

ZPG pre-markets refi, repayment after Hometrack sale

Banks including RBC are pre-marketing a new deal for Zoopla owner ZPG this week, 9fin sources said, in a move that would extend the maturity of the company’s euro debt and repay its sterling debt.

Aussie airports are testing loan bankers’ capacities

The Aussie loan market has become flush with airport deals. In the past month alone, Melbourne Airport,Darwin Airport, its parent Northern Territory Airports,andBrisbane Airport have come to market to collectively raise or refinance more than A$4bn ($2.8bn).

5 Oct 2026

| APAC

Anthropic S-1 analysis — Revenue gains mask looming $100bn+ annual infrastructure bill

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How I tried and failed to escape the debt markets

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AI financing is booming, but where are Europe’s term loan Bs?

Goldman Sachs preps multi-billion-dollar Nebius high yield deal

ZPG pre-markets refi, repayment after Hometrack sale

Aussie airports are testing loan bankers’ capacities