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Nvidia is making investors nervous.
After reports of Nvidia in talks for deals worth more than $750 billion — with OpenAI, among others — insurance on Nvidia’s debt got more expensive. “There’s a fear of financial alchemy driven by opaqueness, off-balance-sheet transactions and intercompany relationships, which could result in credit rating downgrades,” Sal Naro, chief investment officer of Coherence Credit Strategies, told Bloomberg. Nvidia is at the center of many transactions that tie the AI ecosystem together. [Link: Nvidia Credit Risk Jumps in Swaps Market on AI Deal Talks | https://www.bloomberg.com/news/articles/2026-07-27/nvidia-credit-risk-jumps-in-swaps-market-on-ai-deal-talk-reports | Bloomberg]
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cryptobriefing.com
Nvidia's credit risk now exceeds Google's as CDS spreads widen to 69 basis points
Nvidia's CDS spreads have risen to 69 basis points, surpassing Alphabet's 64bps, as massive AI capex spending reshapes tech sector credit risk.
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hindustantimes.com
Nvidia's $750 billion AI deals spark AI bubble fears as OpenAI financing raises circular financing concerns
Nvidia's $750b AI deal spree has sparked fears of an AI bubble and circular financing as it expands investments in OpenAI, SK Group and AI infrastructure. | Business News
