Dossier
AI Debt
Coverage of AI Debt in the Nexus archive.
- Cost to insure AI debt reaches record high amid Asian semiconductor tumble
The cost to insure AI-related debt has reached a record high as Asian semiconductor markets decline. Seoul's two-day stock market crash and expanding credit spreads among hyperscale companies indicate growing risks in the AI sector's leveraged investments across equities and debt markets.
- AI Debt Competing with Treasuries Is Adding to Lofty US Yields
The US 30-year bond yield has remained above 5% for the longest period since the financial crisis, with AI debt competing with Treasuries contributing to elevated US yields.