CoreWeave's $50B debt is the AI bubble's first crack
CDS hit a record 1,194 bps, bonds yield 16%, and Nvidia's CEO had to personally reassure markets. The AI infrastructure boom just hit its first real debt wall.
2026-10-163 views
CDS hit a record 1,194 bps, bonds yield 16%, and Nvidia's CEO had to personally reassure markets. The AI infrastructure boom just hit its first real debt wall.