- Early signs suggest the credit market is approaching the limits of how much more debt it can absorb for AI data centers and chips.
- Yields on bonds and loans funding the AI infrastructure buildout are soaring into double digits.
- Bankers are finding it more difficult to offload AI-related risk to insurers and other investors.
- Elon Musk warned that hundreds of so-called neoclouds risk going under as firms get cut off from fresh financing.