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Amazon Sells $15 Billion in First U.S. Dollar Bonds in Three Years

Strong demand let the company tighten pricing on the 40-year notes as investors chase high-grade tech debt tied to AI buildouts.

Overview

  • An SEC filing shows a six-part structure: $2.5 billion due 2028, $2.5 billion due 2030, $1.5 billion due 2033, $3.5 billion due 2035, $3 billion due 2055, and $2 billion due 2065.
  • Investor orders peaked near $80 billion, and the 40-year tranche tightened to about 0.85 percentage point over Treasuries from roughly 1.15 points initially.
  • Goldman Sachs, JPMorgan, and Morgan Stanley led the sale, which priced coupons ranging from 3.9% on 2028 notes to 5.55% on 2065 notes.
  • The company listed general corporate purposes for proceeds, including acquisitions, capital expenditures, and share repurchases.
  • The deal extends a tech borrowing wave to fund AI infrastructure, following large recent issues by Meta (about $30 billion) and Oracle (about $18 billion).