The Hidden Credit Risk Behind The Trillion Dollar AI Buildout

The frenzy to finance AI's data centers and GPUs is jamming bond markets. As issuance surges, capacity limits designed to ensure diversification and reduce risks could turn the boom into a credit contagion.The AI boom has lifted markets to one record high after another. Investors are piling in. Companies are building data centers at a feverish pace. Bankers, jaws agape, are drooling over the fees only a once in a generation debt binge can provide. But the buildout comes with risks that ordinary people rarel ...