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AI信用违约互换利差大幅扩大AI credit default swap spreads widen sharply

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针对美国科技企业违约的保险成本已升至历史新高,这是AI交易中信用压力积聚的最新迹象,尤其是对那些依赖未来收入的数据中心而言。

The cost of insuring against US tech defaults has hit record levels in the latest sign of credit stress building in the AI trade, especially for data centres dependent on future revenue.

标普全球市场财智的数据显示,云计算巨头甲骨文(ORCL.N)的五年期信用违约互换利差隔夜扩大26个基点,至创纪录的288个基点。

Five-year credit default swap spreads at cloud computing giant Oracle (ORCL.N) widened by 26 basis points overnight to a record 288 bps, according S&P Global Market Intelligence.

AI投资者软银(9984.T)的五年期利差扩大24个基点,至424个基点。伦敦证券交易所集团的数据显示,数据中心运营商CoreWeave(CRWV.O)的利差已突破1000个基点。

Five-year spreads for AI investor SoftBank (9984.T) widened 24 bps to 424 bps. For data-centre operator CoreWeave (CRWV.O) they have blown out past 1000 bps, according to LSEG data .