AI debt is starting to test investor patience
Reuters says corporate borrowing tied to AI data centers is rising fast, and investors are starting to ask whether the cash flow will arrive quickly enough.
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What happened
The market wants to see whether the heavy AI spend can really turn into revenue and profit.
Why it matters
This is part of a wider trend that is already moving markets, companies and policymakers.
What to watch
- Whether the next data points confirm the shift.
- Whether the impact spreads to other sectors or countries.