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SCOUT· 35%35m·2026-10-28·Money
SCOUT· 35%35m·2026-10-28·MoneyCanary in the Data Centre: Is Credit Calling Time on AI?
Many Happy Returns · 242
The cost of insuring against Big Tech defaults has hit record highs, as massive data centre spending eats up free cashflow. Further down the AI food chain, markets are pricing in serious odds that CoreWeave defaults, and treating Oracle more like a junk borrower than a tech giant. Is the credit market spotting cracks…
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