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Hyperscaler CDS Volumes Explode To All-Time High On Credit, Circular Financing Fears

'Rolling one month trading volumes are up 10x in NVDA, AMD and AVGO sparked by recent announcements that these companies are willing to provide various forms of seller financing and guarantees for their buyers."

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garymarcus.substack.com

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zerohedge.comStai leggendo4 g fa

Hyperscaler CDS Volumes Explode To All-Time High On Credit, Circular Financing Fears

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garymarcus.substack.com4 g fa

BREAKING: Circular financing reaches new heights

Wall Street funds $500bn circular deal: investors lend Nvidia customers cash to buy Nvidia chips. Nvidia CDS doubles since May (41.6→77.5 bps). Structure concentrates default risk; Nvidia's new open-source Nemotron threatens OpenAI and Anthropic's foundation model economics.

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Timeline cronologica

martedì 11 agosto 2026·zerohedge.com
Hyperscaler CDS Volumes Explode To All-Time High On Credit, Circular Financing Fears
'Rolling one month trading volumes are up 10x in NVDA, AMD and AVGO sparked by recent announcements that these companies are willing to provide various forms of seller financing…
martedì 11 agosto 2026·garymarcus.substack.com
BREAKING: Circular financing reaches new heights
Things could get bad if this all falls apart