Nvidia's CDS spread hit a record 82bps after $750bn of AI deals revived circular financing fears. Jensen Huang calls the criticism "ridiculous."

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 $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