AI Compute Cracks in the Middle: CoreWeave Bonds Yield 15% as Anthropic Eyes $45B Nscale Deal
ccerrato147 · x · 2026-10-25
A snapshot of the AI compute market framed as what's rising vs. falling. Rising: demand — Anthropic is reportedly in talks for a second $45 billion compute deal with Nscale. Falling: the middle layer of the market — Firmus pulled its IPO, AirTrunk delayed its listing, and CoreWeave's bonds yield about 15%.
A further example: Korean retail investors begged for shares of Elice, an AI data center company, oversubscribing the retail book 400 times — yet it fell 32% on day one, the worst Korean debut on record for an IPO of that size, per Bloomberg. The author's takeaway: the AI boom isn't cracking at the top; it's cracking in the middle.
Related event: AI Compute Demand Soars as Midstream Neoclouds Bleed Under Debt(4 posts)→
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