--- title: "Trading in CDS linked to large AI companies grew from less than $2 billion per week in July to more… — capitalizator_ua — DecisionGateway" description: "statement by capitalizator_ua, recorded 2026-10-25 — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1d218-07e1-7d74-82ba-5c909b98b596" meta: "og:description": "statement by capitalizator_ua, recorded 2026-10-25 — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "Trading in CDS linked to large AI companies grew from less than $2 billion per week in July to more… — capitalizator_ua — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) statementSaid on 2026-10-25 # **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.** 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. > *торгівля CDS, пов'язаними з великими компаніями ШІ, зросла з менш ніж 2 мільярдів $ на тиждень у липні до більше 9 мільярдів $ у вересні, що відображає зростаючий попит на захист від кредитного ризику.* 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) ## **Related claims** [**The cost of CDS of AI companies is rising.**capitalizator\_ua · statement](https://dgw.tmarket.io/claims/01a1d216-98e7-7734-8785-7104627edd3e) [**The cost of insuring debt in the AI ecosystem has risen sharply, and Oracle's 5-year CDS now exceed 300 basis points.**capitalizator\_ua · statement](https://dgw.tmarket.io/claims/01a1d218-07bd-73d6-83a8-399b563d5d76) [**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) [**Issuance of AI-linked bonds rose to $419 billion in 2026, 90% more than in all of 2025.**capitalizator\_ua · statement](https://dgw.tmarket.io/claims/01a1d218-0804-7b10-abec-f37666012dd8) [**This significantly changes the balance of supply and demand, and the question is now not only how much AI will earn but also whether company prices can stay at such a high level.**capitalizator\_ua · statement](https://dgw.tmarket.io/claims/01a1d217-e839-7cf0-963e-8746774a3af9) [**The record lending was driven in part by financing deals with AI companies including Anthropic and chipmaker Nvidia.**insiderr\_politic · statement](https://dgw.tmarket.io/claims/01a1c2e7-5504-720e-963c-c58cb6340ccf) ## **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) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 3,000+ Telegram channels — every claim cited. Read free.","name":"DecisionGateway","url":"https://dgw.tmarket.io/","publisher":{"@id":"https://dgw.tmarket.io/#identity"}},{"@id":"https://dgw.tmarket.io/claims/01a1d218-07e1-7d74-82ba-5c909b98b596#webpage","@type":"WebPage","description":"statement by capitalizator_ua, recorded 2026-10-25 — verbatim quote and source citation.","name":"Trading in CDS linked to large AI companies grew from less than $2 billion per week in July to more… — capitalizator_ua — DecisionGateway","url":"https://dgw.tmarket.io/claims/01a1d218-07e1-7d74-82ba-5c909b98b596","breadcrumb":{"@id":"https://dgw.tmarket.io/claims/01a1d218-07e1-7d74-82ba-5c909b98b596#breadcrumb"},"isPartOf":{"@id":"https://dgw.tmarket.io/#website"},"potentialAction":[{"@type":"ReadAction","target":["https://dgw.tmarket.io/claims/01a1d218-07e1-7d74-82ba-5c909b98b596"]}]},{"@id":"https://dgw.tmarket.io/#identity","@type":"Organization","name":"DecisionGateway","url":"https://dgw.tmarket.io"},{"@id":"https://dgw.tmarket.io/claims/01a1d218-07e1-7d74-82ba-5c909b98b596#breadcrumb","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","name":"Home","item":"https://dgw.tmarket.io","position":1},{"@type":"ListItem","name":"Claims","item":"https://dgw.tmarket.io/claims","position":2},{"@type":"ListItem","name":"Trading in CDS linked to large AI companies grew from less…","position":3}]},{"@id":"https://dgw.tmarket.io/claims/01a1d218-07e1-7d74-82ba-5c909b98b596#/schema/quotation/1","@type":"Quotation","dateCreated":"2026-10-25","isBasedOn":"https://t.me/capitalizator_ua/1018","text":"торгівля CDS, пов'язаними з великими компаніями ШІ, зросла з менш ніж 2 мільярдів $ на тиждень у липні до більше 9 мільярдів $ у вересні, що відображає зростаючий попит на захист від кредитного ризику.","url":"/claims/01a1d218-07e1-7d74-82ba-5c909b98b596","spokenByCharacter":{"@type":"Person","name":"capitalizator_ua","@id":"/actors/01a1d54a-5cd4-7426-9df9-33372add8c63"}}]} ``` ## Sitemap See the full [sitemap](https://dgw.tmarket.io/sitemap.md) for all pages.