The AI ‘credit card’ is getting costlier as CoreWeave bond yield tops 16%
Summary
CNBC reports CoreWeave’s 2032 bond yield rising above 16%, signaling elevated financing costs for AI infrastructure. CDS spreads for major tech players like Nvidia, Broadcom, and Amazon are increasing, suggesting higher default risk premia and tighter credit conditions for AI-related debt. The piece also notes potential state-level moratoriums on data centers and outlines forecast ranges for AI debt issuance from Goldman Sachs and Bank of America, highlighting financing risk as AI expansion continues.