¿Por qué el frenesí de deuda por la IA inquieta a los mercados?
THE SO WHAT
Credit default swaps on Microsoft, Nvidia, Meta, and Amazon spiking since 2025 tell you the market is starting to price AI debt as a real risk, not a free option. CFOs should be matching AI capex timelines to credible cash-flow horizons and diversifying funding sources before spreads widen further.
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