The AI trade hinges mostly on OpenAI — and that’s a big risk for the market
1. Oracle issued $18 billion in bonds for data-center expansion. 2. OpenAI's multibillion-dollar agreements drive pressure on tech companies for spending. 3. Concerns exist about a potential debt bubble impacting the AI sector. 4. Market's AI trade relies heavily on OpenAI's ability to sustain growth. 5. Rising utility costs may provoke consumer backlash against AI investments.