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Finance & Banking · 3 min read

Barclays Seeks Default Protection on $10 Billion-Plus in AI Data Center Debt

Barclays is shopping the insurance market for credit default swaps on more than $10 billion in AI infrastructure loans — a signal that banks are losing confidence in the revenue assumptions backing AI data center debt.

2h ago

Finance & Banking · 4 min read

AI Debt Jitters Spark $9 Billion Weekly Surge in Credit Default Swap Trading

Investors are buying default insurance on AI-linked borrowers at record pace — $9B in weekly CDS trades in September, up from under $2B in July. Oracle hit 322bp and SpaceX reached a record 226bp.

2d ago