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“CoreWeave is absolutely the canary in the coal mine. This is going to be a turning point in the pricing and availability and structure of credit that's supporting the AI boom.” www.reuters.com/legal/transa...

reuters.comCoreWeave bond rout tests market's math on AI buildoutA sharp decline in CoreWeave's bonds this week is emerging as a test of investors' willingness to keep financing the massive buildout of AI infrastructure, as rising borrowing costs and scrutiny of d...

16/10/26, 5:38 pm54 reposts179 likes

Lemongrasshopper

@lemongrasshopper.bsky.social

FACTSmatter

@factsforu.bsky.social

I can't believe they quote the peacock pumper, Dan Ives, the guy doesn't know anything. It's not 10%. It's like 50%. That's what the studies have already shown. Half of the datacenters aren't going to be built =Data center build out is going to collapse = Stock market crash