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AI Debt Risks: CDS Trading Surges as Infrastructure Costs Mount

2026-10-20 by EcoFin

AI-generated conceptual illustration of data centre infrastructure and financial connections representing AI debt risk.

The AI investment boom is facing closer scrutiny in credit markets. Investors are examining how quickly spending on chips, data centres and electricity can turn into dependable cash flow—and who bears the losses if projects run late or demand disappoints. The Financial Times reported on 20 October that weekly CDS trading across seven technology borrowers averaged more than $9 … [Read more...] about AI Debt Risks: CDS Trading Surges as Infrastructure Costs Mount

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