"Carnage" In The Hyperscaler Bond Market: Did Goldman Just Pop The AI Debt Bubble

For a few days in early May, the AI bubble appeared on the verge of collapsing.

In an article that few noticed (we wrote extensively about its implications here), the FT reported that banks were "hunting for new ways to offload risks tied to a glut of data centre debt as the race to build AI infrastructure stretches financing limits among the largest global lenders."