After Jensen Huang’s downfall, here’s an even bigger problem that threatens the AI industry

Source: New York Post

While Wall Street stays riveted by the fall of Jensen Huang, yet another industry threat looms – namely the mountains of debt on the typical AI company’s balance sheet and the fact that financing is starting to run dry, On The Money has learned. Debt financing has been the go-to method for AI players to fuel their wild expansion over the past two years. More than $560 billion of it has been issued worldwide in 2026 alone for data centers, cloud services, chips – all the stuff that goes into AI.