AI credit risk hits new highs as Oracle 5Y CDS spikes to ~300
AccBalanced · x · 2026-10-24
Paradis Labs argues "cost of capital is the new AI bottleneck," backed by an ICE Data Services chart of 5-year CDS on hyperscalers and chipmakers: Oracle has spiked to 300, SpaceX to 220, Broadcom above 150, with Meta, Amazon, Microsoft, Alphabet, Nvidia and AMD all climbing to new highs in H2 2026 — markets are rapidly repricing credit risk across the AI buildout.
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