Tech giants’ CDSs trigger warnings over AI debt
The Corner The surge in CDSs is raising concerns about the sustainability of the current AI investment model, particularly given the high level of spending and the pressure this is beginning to exert on free cash flow Consejeros Editorial Team The growing indebtedness of the major US hyperscalers to finance the expansion of artificial intelligence (AI) is driving up demand for protection against…
We haven't written up this one. The Corner has the full story — the link below goes straight to it.
