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Nvidia Credit Risk Jumps in Swaps Market on AI Deal Talk Reports

The cost of protecting Nvidia Corp.'s debt against default surged by the most on record Monday after reports that the chipmaker is in conversations on more than $750 billion of artificial intelligence infrastructure deals, stoking fears of increased obligations. The price of five-year credit-default swaps rose as much as 0.14 percentage point to 0.82 percentage point a year, the biggest intraday rise since the swaps started trading in November, according to ICE Data Services.

read1 min views1 publishedJul 27, 2026
Nvidia Credit Risk Jumps in Swaps Market on AI Deal Talk Reports
Image: Ca (auto-discovered)

(Bloomberg) -- The cost of protecting Nvidia Corp.'s debt against default surged by the most on record on Monday after reports that the chipmaker is in conversations on more than $750 billion of artificial intelligence infrastructure deals, stoking fears that the company is taking on even more obligations.

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The price of protecting Nvidia's debt against default for five years rose as much as about 0.14 percentage point to as high as around 0.82 percentage point a year on Monday, according to ICE Data Services. That's the biggest intraday rise since the swaps started to actively trade in November.

A representative for Nvidia didn't immediately respond to a request for comment.

Nvidia is in discussions to provide a guarantee of as much as $250 billion to help OpenAI lease computing from a US data center project, in what would be among the chipmaker's biggest financing deals with a customer. The company also said an initiative with the parent of South Korean chipmaker SK Hynix Inc. unveiled late Friday is worth more than $500 billion.

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