AI giant's CDS (default insurance cost) soars
AI giant's CDS (default insurance cost) soars Nvidia·Meta·Broadcom·Alphabet·Amazon·Oracle·SpaceX all at record high levels 1) Excessive debt burden Although the company owes tens of billions of dollars for data centers, chips, and AI infrastructure, the realization of profits is still insufficient. 2) Credit market warning Questions are raised as to whether the pace of AI investment is sustainable without increased cash flow → The risk of an AI debt bubble increases 👉Original text #AI
The excerpt is quoted from a public Telegram channel, which owns its text.