Wall Street turns to credit-default swaps to hedge the AI spending boom. Learn why investors are insuring tech giant debt.

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

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.