Published Aug 15, 2026, 3:00 PM ET · Updated 3 months ago · 1 source
Bond Traders Agonize Over AI Companies’ $70 Billion of Shadow Credit Backstops
bloomberg
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Original Report
Even before Nvidia Corp.’s splashy $500 billion financing partnership this week, investors were starting to fret over the roughly $70 billion in phantom liabilities that don’t appear on major AI companies’ balance sheets, but could materialize at the worst possible time.