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Market Impact: 0.45
AI: More Off-Balance Sheet Shenanigans
Source: seekingalpha.com
Artificial IntelligenceCredit & Bond MarketsCompany FundamentalsTechnology & Innovation
Nvidia is backstopping more than $100 billion in debt for an AI data center in Ohio for OpenAI, while concerns persist about OpenAI's profitability and declining market share. Hyperscalers' capital-expenditure budgets are projected to rise 90% year over year in 2026 to nearly $790 billion, substantially outpacing current growth in AI services.
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