Semafor - AI infrastructure debt costs soar: Oracle's debt rated just above junk, Microsoft's AAA protection up 25%
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Semafor - AI infrastructure debt costs soar: Oracle's debt rated just above junk, Microsoft's AAA protection up 25%
· Semafor
Source: View source · Semafor · web
Why it's worth your time
This puts credit-market numbers on the AI selloff. Semafor reports Oracle's debt sits just above junk, and that insuring Microsoft's AAA-rated debt costs 25% more than three months ago. The repricing reaches beyond the neoclouds to the biggest buyers' balance sheets, which is the financing leg the AI-spending counter-case watches. Only Semafor's summary line was captured, not the article body.
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