CoreWeave 2032 bond yield tops 16% as AI credit stress rises
Its five-year credit default swaps spiked above 1,289 basis points Thursday, then eased to about 1,155 Friday.
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Stories tagged #hyperscalers
Banks are now trying to offload the AI data center debt they just underwrote
Major banks are trying to shed AI data-center loans, including $38 billion tied to Oracle sites.
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The AI boom is making the cheapest smartphones disappear
AI data-center memory demand is pricing out sub-$150 smartphones and widening the global digital divide.
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What must happen for AI’s trillion-dollar gamble to pay off
Hyperscalers need 2.7x productivity gains by 2030 to justify nearly $1.1 trillion in AI data center spending, or risk bankruptcy and capital misallocation.
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How XPUs Meet a World-Class AI Factory
NVIDIA argues AI factories with custom XPUs and NVLink Fusion connectivity must optimize tokens-per-second, tokens-per-watt, cost and uptime.