Overall Spreads Remain Tight Even As Oracle Debt Risk Jumps

Core Viewpoint - The discussion highlights the significant demand for debt to support the rapid development of AI infrastructure, with concerns about a potential bubble forming in the market due to excessive lending [1] Group 1: Credit Spreads and Issuance - There is a notable frenzy of development in the AI sector, leading to an insatiable demand for debt financing [1] - The overall cost for the infrastructure roll-out related to AI is estimated to reach $10 trillion, indicating a massive investment requirement [1] Group 2: Risks and Market Dynamics - With many lenders eager to invest in AI-related assets, there are growing fears that this could lead to a bubble in the credit market [1]