Key points
Nvidia & SpaceX 5-year CDS, 2025-2026 ｜ Nvidia jumps from ~40bp to above 80bp and SpaceX nears 160bp as AI leaders' credit costs rise together
Image source: @ooLUCINOoo
2026-09-24
Nvidia and SpaceX 5-Year CDS Spreads Climb as AI Debt Loads Rise