CoreWeave unsecured notes yield 15% as H100 depreciation worries surface
JonAguiar · x · 2026-10-14
CoreWeave's unsecured notes are yielding 15%, suggesting the AI buildout may not be smooth for every player: the company holds lots of H100s and fewer of the newer, in-demand NVIDIA GPUs. Jon Aguiar quips that H100 depreciation schedules are still being defended but will have their "Thanksgiving turkey moment."
Related event: CoreWeave Bond Yields Spike Past 15% Amid Default Fears(4 posts)→
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