The problem has manifested itself with CoreWeave, Oracle, and SoftBank, but it could lead to the end of the AI build-out boom. The companies involved in the AI build-out, such as CoreWeave, Oracle, and SoftBank, have had difficulty acquiring sufficient funds to operate their data centers. These companies have accumulated enormous debts, exceeding $72 billion, to manage their own data centers.

The loss of confidence of bondholders has caused a negative price movement in the value of these companies' bonds, with an estimated default risk of around 60%. At the same time, investors are increasing pressure on the prices of some complex financial instruments that protect against the default of debt, such as those that guarantee the weaknesses of SoftBank, the giant Japanese technology company that demanded large sums of money to invest in OpenAI. The recent market movement may lead to losses for investors who hold active securities of companies involved, and it may require further interest tax when these companies move to credit.

The problem has also manifested itself with other companies involved in the AI build-out, such as Meta and Google, which continue to acquire massive debts. However, the larger companies, such as Meta and Google, are not affected by this crisis because their stocks were designed to pay only small additional interest rates in credit contracts. It is important to understand if these problems are only moments of crisis or if they represent a greater challenge for the artificial intelligence industry.

The data shows that the boom of AI build-out was driven by the effort to acquire sufficient funds to operate their own data centers, but now, with the growing uncertainty about the financial consequences of these investments, the companies involved are facing problems that could lead to the end of the boom. The companies involved in the AI build-out have had difficulty finding the necessary means to manage their own data centers, but the larger companies, such as Meta and Google, have been able to avoid this problem thanks to their debt payment strategies. Additionally, investors are increasing pressure on the prices of some complex financial instruments that protect against default risk, such as those that guarantee the weaknesses of SoftBank, the giant Japanese technology company that demanded large sums of money to invest in OpenAI.

The debt crisis of central data may be a signal that the artificial intelligence industry is undergoing a limited growth phase, but it is also a moment of reflection on how to manage debts and continue acquiring funds for the artificial intelligence industry.