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Frank Curzio, CEO of Curzio Research, stated that the cost of insuring against Nvidia's debt default has more than tripled this year, now exceeding Meta's cost for the first time since November 2025. Goldman Sachs statistics show that AI-related debt issuance has reached $489 billion since 2026, far exceeding Goldman Sachs' forecast of $322 billion. A $5 billion loan from an AI cloud service company, designed to attract investors, ultimately yielded a return exceeding 11%.