WS #12851
Nvidia's potential $250B guarantee of OpenAI's data center lease and $350B in chip financing has triggered circular debt financing fears, with CDS spiking and semiconductor ETFs falling 3-4%, though analysts argue the selloff is overblown given tight supply and strong monetization prospects.
AI Infrastructure Circular Financing Fears
Nvidia's potential $250B guarantee of OpenAI's data center lease and $350B in chip financing has triggered circular debt financing fears, with CDS spiking and semiconductor ETFs falling 3-4%, though analysts argue the selloff is overblown given tight supply and strong monetization prospects.