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Even broad bond funds now hold debt tied to projects connected to companies such as Nvidia, Google, and Meta, as investors favor safer build-outs.
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AI data center debt is spreading across high-yield bonds, bank loans and investment-grade markets as investors get more selective about financing the build-out. Even broad bond funds now hold debt tied to projects connected to companies such as Nvidia, Google and Meta. Read more:Read original on X
Exclusive: The AI build-out depends on enormous amounts of debt, and cracks are emerging as investors increasingly favor safer projects over more speculative data center developments. Full story:Read original on X
AI data center debt spreads across bond and loan markets
AI data center debt spreads across bond and loan markets
AI data center debt spreads across bond and loan markets
AI data center debt spreads across bond and loan markets
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The closed-door briefing comes as Nvidia's board runs its own investigation into Huang.
It nearly matches the company's larger model at a fraction of the price, aimed at repeated, token-heavy tasks that AI products run constantly.
It nearly matches the company's larger model at a fraction of the price, aimed at repeated, token-heavy tasks that AI agents run.
The report raises questions about whether Nvidia's board investigation into CEO Jensen Huang can be independent.