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ft.com

Tech groups turn to more chip-backed loans to fund AI arms race

Investors attracted by high yields as companies look to shift debt off their balance sheets

giovedì 26 febbraio 2026 New tab

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Investors seek protection from risk of AI debt bust

Trading in insurance-like products that protect against tech company defaults is booming

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Arm projects $2bn in sales of its new AI chip from next year

SoftBank-backed UK group says its first in-house semiconductor has drawn strong demand

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Credit market hit with $200bn ‘flood’ of AI-related issuance

Jumbo debt sales to fund huge artificial intelligence capex threaten to store up new risks for investors

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Banks seek to offload risk to avoid ‘choking’ on data centre debt

Global lenders explore private deals and risk transfers to cut exposure to AI boom

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Big Tech groups launch global borrowing spree to fund AI expansion

US tech giants including Alphabet and Amazon are tapping foreign debt market at an unprecedented rate

ft.com·1 mesi fa
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Memory chip stocks shed $100bn as AI-driven shortage trade unwinds

New research suggests AI data centres will need much less memory than investors had bargained for

ft.com·3 mesi fa