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Goldman Credit Desk Sees "Eye Of Hurricane" In AI Debt Issuance... Then All Hell Breaks Loose

"AI spreads feel primed to renew their underperformance as we get closer to 2027 and the next supply wave." GS FICC

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Goldman Credit Desk Sees "Eye Of Hurricane" In AI Debt Issuance... Then All Hell Breaks Loose

"AI spreads feel primed to renew their underperformance as we get closer to 2027 and the next supply wave." GS FICC

originale

axios.com1 g fa

AI debt is surging. A credit ratings agency has concerns

S&P warns of $7 trillion AI capex through 2030 from hyperscalers with declining credit quality and opaque circular financing between Big Tech and startups. Systemic risk: hyperscalers backing riskier firms; contagion if smaller players fail, ROI timelines uncertain.

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Timeline cronologica

mercoledì 9 settembre 2026·zerohedge.com
Goldman Credit Desk Sees "Eye Of Hurricane" In AI Debt Issuance... Then All Hell Breaks Loose
"AI spreads feel primed to renew their underperformance as we get closer to 2027 and the next supply wave." GS FICC
venerdì 11 settembre 2026·axios.com
AI debt is surging. A credit ratings agency has concerns
The enormous sums that six companies are spending on the AI buildout are fueling U.S. economic growth overall.