Macro· ★★★· neutral·

AI companies have borrowed over $450B — expert weighs the risk to bitcoin

  • —AI borrowing has exceeded $450 billion this year, more than all of 2025
  • —September AI debt financing fell to $23 billion, half the August level
  • —Oracle carries about $130 billion in debt with free cash flow near -$24 billion
  • —US high-yield spreads widened from 2.60 to 3.11 percentage points by October 12
Why it matters: Credit stress in the AI sector could hit bitcoin through equities and forced BTC sales by miners shifting capacity to AI hosting.
#BTC
Source: BeInCrypto RU
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