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 (New York Times)
The concern is whether AI borrowers can generate revenue fast enough to cover commitments made now.
Techmeme’s note on the New York Times report puts CoreWeave’s bond yield above 15% and some Oracle debt at roughly 80–90 cents on the dollar. The cost of insuring SoftBank’s debt has also risen. The report raises an unresolved question: whether these companies face individual financing problems or signal deeper trouble in the data center build-out.
Techmeme's note
Techmeme’s note on the New York Times report puts CoreWeave’s bond yield above 15% and some Oracle debt at roughly 80–90 cents on the dollar. The cost of insuring SoftBank’s debt has also risen. The report raises an unresolved question: whether these companies face individual financing problems or signal deeper trouble in the data center build-out.
Techmeme's note
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