As Nvidia credit default swaps surge on circular financing fears, Polymarket traders are now pricing in an 18% chance the AI bubble bursts by 2026.

Nvidia's CDS spreads have risen to 69 basis points, surpassing Alphabet's 64bps, as massive AI capex spending reshapes tech sector credit risk.

Nvidia's credit default swap spreads hit record widening as hyperscalers prepare to spend over $750B on AI data centers, driving a massive new