AI Infrastructure Credit Stress and Anthropic IPO Doubts
Credit markets are flashing stress on AI buildout debt, and Anthropic's disclosed $895B in commitments comes as its 2026 IPO odds fall.
What we know
An account on X reports data center CDS above 500 and another account on X says CoreWeave bonds are at 78. Another account on X says SpaceX CDS hit a new peak. Another account on X reports Anthropic's record $895B in commitments, which another account on X puts at over 50x Q3 revenue of $17.0B. Another account on X says Kalshi odds of a 2026 Anthropic IPO fell below 60% from nearly 90%. Another account on X notes big-tech bond issuance to fund AI.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.