The loop's headline number jumps to $750B; Oracle's CDS stays at record

2026-08-04 · part of Circular Financing

What happened

Nvidia reportedly in talks for up to $750B in new financing deals ($500B+ SK Group, up to $250B in OpenAI lease guarantees) — see Nvidia as Lender for full detail; a materially larger version of the same circular-financing mechanism this thread tracks. (Yahoo Finance)
Oracle's 5-year CDS remains near an 18-year/record high (~2.03 percentage points, up from 144bp at year-start), unresolved into this window — the standing proxy for AI-buildout credit risk this thread tracks since 07-17.

Sources 1

Yahoo Finance finance.yahoo.com mixed 0.517

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