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Nvidia's $750bn AI deals push its credit default swaps to record
Nvidia's CDS spread hit a record 82bps after $750bn of AI deals revived circular financing fears. Jensen Huang calls the criticism "ridiculous."
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zerohedge.com
Nvidia Weighs $250 Billion Backstop For OpenAI's Gargantuan Ohio Data Center Campus
"While Nvidia's investments and partnerships reinforce confidence in long-term AI buildouts, investors remain concerned about circular financing."
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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.
