Miner Company
Your 401(k) Is Funding AI's Data Center Buildout
Oracle's 5-year CDS has been sitting near 200 bps since the spring, breaking above its 2008 financial crisis peak. AI infrastructure debt is moving into retail retirement accounts through target-date and core bond funds, and most participants have no idea they're holding any of it.
Oracle's 5-year CDS has been sitting near 200 bps since the spring, breaking above its 2008 financial crisis peak. AI infrastructure debt is moving into retail retirement accounts through target-date and core bond funds, and most participants have no idea they're holding any of it.