---
title: "The cost of insuring debt in the AI ecosystem has risen sharply, and Oracle's 5-year CDS now exceed… — capitalizator_ua — DecisionGateway"
description: "statement by capitalizator_ua, recorded 2026-10-25 — verbatim quote and source citation."
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statementSaid on 2026-10-25

# **The cost of insuring debt in the AI ecosystem has risen sharply, and Oracle's 5-year CDS now exceed 300 basis points.**

A statement by [**capitalizator\_ua**](https://dgw.tmarket.io/actors/01a1d54a-5cd4-7426-9df9-33372add8c63), said on 2026-10-25. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *Вартість страхування боргу в екосистемі ШІ різко зросла, а 5-річні CDS Oracle зараз узагалі перевищують 300 базисних пунктів.*

capitalizator\_uaPublished 2026-10-25 [ Read source](https://t.me/capitalizator_ua/1018)

[**capitalizator\_ua dossier **](https://dgw.tmarket.io/actors/01a1d54a-5cd4-7426-9df9-33372add8c63)

## **Discussion**

## **Related claims**

[**The cost of CDS of AI companies is rising.**capitalizator\_ua · statement](https://dgw.tmarket.io/claims/01a1d216-98e7-7734-8785-7104627edd3e) [**Singapore banks stay alert to debt risks despite strong AI financing demand.**biztimes · statement](https://dgw.tmarket.io/claims/01a1ccf7-34d2-727c-b348-3f7d26c39457) [**Trading in CDS linked to large AI companies grew from less than $2 billion per week in July to more than $9 billion in September, reflecting growing demand for credit risk protection.**capitalizator\_ua · statement](https://dgw.tmarket.io/claims/01a1d218-07e1-7d74-82ba-5c909b98b596) [**Singapore banks see strong AI financing demand but stay alert to debt risks.**biztimes · statement](https://dgw.tmarket.io/claims/01a1ccfd-1b6d-7901-bc2c-7663a43fb288) [**Oracle is pursuing a $20 billion raise through a rights offering and corporate bonds to fund AI infrastructure investment.**오라클 · commitment](https://dgw.tmarket.io/claims/01a1d71f-21a2-7bf9-836b-a5628c01ba18) [**This is not yet a direct sign of serious problems, but when banks' caution becomes widespread, one could speak of a credit crisis in AI.**capitalizator\_ua · prediction](https://dgw.tmarket.io/claims/01a1d216-98f0-7908-920e-dfd4460ffc34)

## **More claims by capitalizator\_ua**

[**A post titled "Зміни по захисному портфелю акцій" was released on Patreon.**statement](https://dgw.tmarket.io/claims/01a1d23a-47e5-7f03-8202-cc7f05a75b12) [**There is a very large difference between these figures and ADP.**statement](https://dgw.tmarket.io/claims/01a1d21d-bf95-7f3c-8783-67918c4ca086) [**The author finds it very strange that everything suddenly became so good so sharply.**statement](https://dgw.tmarket.io/claims/01a1d21d-bf8a-747c-947b-b39cba19be7b) [**The data is very good and consistent with an actively growing economy.**statement](https://dgw.tmarket.io/claims/01a1d21d-bf7e-7ae1-b909-6c4f17743701) [**Private Nonfarm Payrolls came in at 159K, above expectations of 64K and above the previous 78K, which was revised upward from 46K.**statement](https://dgw.tmarket.io/claims/01a1d21d-bf73-79c3-9057-c91e7ffb52f0)

[All claims by capitalizator\_ua](https://dgw.tmarket.io/claims?claimant_id=01a1d54a-5cd4-7426-9df9-33372add8c63)

[All claims](https://dgw.tmarket.io/claims)

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