CoreWeave's 2032 bond yield touches 15.1%, closes at record 14.5% as AI buildout leans on private credit
asusarla · x · 2026-10-15
Chamath shared a Social Capital chart showing CoreWeave's $1.25B bonds due 2032 (issued at 9.625% in June 2026) have climbed to an intraday high of 15.1%, closing at a record 14.5%.
The linked piece adds that the AI buildout is increasingly funded by debt, with private credit playing a much bigger role — Apollo and Blackstone led a $35 billion deal in Q2 2026. High-yield market pricing of AI compute risk is becoming a key window into the AI bubble debate.
Related event: CoreWeave Bonds Slump as Yields Hit 15.1%, Spreads Top 1000bps(10 posts)→
More from Infra
- Ex-Google training veteran behind Sibyl-to-Gemini joins Anthropic, spills a decade of lessons — _arohan_ · 2026-10-15
- Gartner: 80% of neoclouds dead by 2030, $4T+ in AI assets face writedowns — SumitGup · 2026-10-15
- Inference startups boom: Together hits $1.2B bookings, Fireworks tops $1B ARR — togethercompute · 2026-10-15
- Decision router keeps 4/5 classifications on local models, dev shares measured results — Smooth_Two8781 · 2026-10-15
- Three questions to ask your AI supplier: capacity ownership, financing, change notice — YvesMulkers · 2026-10-15
- BlackRock CEO Larry Fink warns halting data center construction could plunge the U.S. into recession — Polymarket · 2026-10-15