AI/Data Center Stress: ORCL CDS at ATH, CoreWeave Bubble Warning, Anthropic Slowdown
Oracle credit default swaps hit all-time wides as data center deals collapse en masse. CoreWeave's own co-founder called life insurers backing the AI buildout the 'dumbest money,' and Anthropic's revenue growth is reportedly slowing dramatically.
What we know
An account on X flagged ORCL CDS at 322 (+22), an all-time wide, alongside a full list of collapsed/pulled data center deals. The CoreWeave co-founder's on-record admission that life insurers are "this bubble's dumbest money" was described as a remarkable catalyst for last week's sharp price moves. Separately, another account on X reports Anthropic revealed to investors that revenue growth is slowing dramatically, raising questions about AI monetization at scale. Meanwhile another account on X reports DeepSeek is now designing Huawei's AI chips even as DHS orders it removed from all federal systems — a geopolitical flashpoint.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.