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

- URL: https://talkfuse.com/story/after-jensen-huangs-downfall-heres-an-even-bigger-problem-that-threatens-the-ai-industry/
- Published: 2026-11-13T12:00:00+00:00
- Updated: 2026-11-13T12:22:52+00:00
- Original publisher: New York Post (publisher lean: Right)
- Original article: https://nypost.com/2026/11/13/business/after-jensen-huangs-downfall-heres-an-even-bigger-problem-that-threatens-the-ai-industry/
- Topics: AI, Technology, World

## Key points

- AI firms face tighter and costlier borrowing.
- More than $560 billion in related debt was issued in 2026.
- Debt-dependent companies may struggle to fund expansion.

## Summary

AI companies face a growing financing risk as lenders become more cautious and borrowing costs rise, threatening the expansion of businesses that rely heavily on debt. The article argues that this pressure could spread beyond Nvidia and contribute to a broader correction or an “AI winter”, even as the technology remains useful in fields such as medicine, business and national security.

It says more than $560 billion in debt was issued worldwide in 2026 for AI-related infrastructure, including data centres, cloud services and chips. Bankers quoted in the article say lenders are reassessing or trying to sell data-centre loans, while weaker-rated companies may struggle to borrow or attract equity investors. The article also points to planned Anthropic and OpenAI public offerings, but notes that their timing and valuations are uncertain.

---
Summarised by TalkFuse (https://talkfuse.com/). Quote the original publisher for the reporting and link this page for the summary and discussion.