¿Por qué el frenesí de deuda por la IA inquieta a los mercados?

Credit default swaps for Microsoft, Nvidia, Meta, and Amazon have surged since 2025, reflecting Wall Street's growing concern that the AI boom may not justify the massive debt these companies have accumulated. Investors are questioning whether the enormous capital expenditures on AI infrastructure will generate sufficient returns, leading to heightened market anxiety and increased cost of insuring against defaults.