Oracle Credit Risk Hits Near 18-Year High on AI Debt Load Angst
THE SO WHAT
Credit markets are starting to price AI capex as a real balance‑sheet risk — Oracle’s default protection hitting an 18‑year high is the tell. If you’re not a hyperscaler, you need a sharper filter on AI infra spend this quarter: shared platforms, opex‑heavy models, and clear payback windows, not vanity clusters.
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