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Bank for International Settlements
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Nvidia AI financing drives trillion‑dollar infrastructure de
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Latest: NVIDIA’s $20 B Bond Sale Highlights Growing AI Debt Bubble
Nvidia’s record Q2 2026 earnings sparked a wave of AI‑infrastructure financing that now exceeds $1 trillion in hyperscaler‑related debt. Circular financing—where chipmakers or hyperscalers fund AI labs or neocloud provid