Concerns over the AI financing boom are rising, with bond default protection costs for Intel, Amazon and others hitting record highs
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ICE Data Services data shows that the cost of default protection on Intel's five-year bonds surged by as much as 22.4 basis points to 127.9 basis points per year in early trading on Friday, with both the single-day increase and the absolute level setting records; risk indicators for companies including Broadcom, AMD, Amazon, Microsoft, Alphabet and SpaceX also hit new highs. So far this year, companies have borrowed nearly $500 billion for data centers, chips and other AI projects, compared with about $200 billion for all of 2025.
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The article uses the market indicator of bond default protection costs to show that investors' concerns about the AI financing boom and the capital expenditures of tech giants are intensifying.
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ICE Data Services数据显示，英特尔五年期债券的违约保护成本周五早盘一度飙升22.4个基点，至每年127.9个基点，单日升幅和绝对水平均创纪录。博通的违约保护成本也创下新高，AMD则升至2019年初以来最高。
亚马逊的这一指标同样创下历史新高，一度上涨6.9个基点至每年94个基点。该公司此前公布的资本支出高于预期，核心电商业务增速为三年来最慢。微软、Alphabet和SpaceX等其他超大规模云服务商的风险指标周五早盘创下纪录。
在科技巨头继续提高资本支出计划之际，疲软的科技公司业绩进一步加深了市场对AI融资热潮的疑虑。数据显示，今年迄今，企业为数据中心、芯片及其他AI项目已借款近5000亿美元，而2025年全年约为2000亿美元。 news_keyword_pub,usstock,MSFT&AMZN&INTC&AMD 正文下iframe 正文下iframe 总声明 总声明 文末二维码 start 文末二维码 start
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