AINew York Times1h ago

AI debt worries mount as CoreWeave's bond yield tops 15%, insuring

AI debt worries mount as CoreWeave's bond yield tops 15%, insuring SoftBank debt gets pricier, and some Oracle debt trades near 80 to 90 cents on the dollar

TL;DRRising debt costs signal investor concerns about AI infrastructure spending sustainability.

Why it matters: If data center buildout economics are broken, it threatens the entire AI boom's foundation.

Debt trouble at CoreWeave, Oracle and SoftBank raises questions about whether there are broader problems with the data center build-out.

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Source: New York Times · Opens in new tab