AI Debt Concerns Rise as CoreWeave Bond Yields Top 15%, Oracle Debt Trades at Discount
The New York Times reports that worries over AI-related debt are mounting, as CoreWeave's bond yield has surpassed 15%, insurance costs for SoftBank debt have risen, and some Oracle debt is trading near 80 to 90 cents on the dollar. These signs of financial strain at major data center players raise questions about broader risks in the AI infrastructure build-out.
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New York Times : AI debt worries mount as CoreWeave's bond yield tops 15%, insuring SoftBank debt gets pricier, and some Oracle debt trades near 80 to 90 cents on the dollar — Debt trouble at CoreWeave, Oracle and SoftBank raises questions about whether there are broader problems with the data center build-out.
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