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U.S. AI Data Center Boom Faces Debt Risks
The U.S. AI data center boom is facing mounting debt risks due to rising construction costs and project delays. Developers are borrowing billions, and some contracts allow AI customers to withdraw if financing or delivery deadlines are missed. Global AI-related debt issuance fell to $23 billion in September 2026 from $113 billion in June. CoreWeave shares lost nearly 25% in one week, and some of its bonds traded at yields above 15%. Construction setbacks and moratoriums on AI infrastructure are adding to the financing pressure.