CoreWeave's Debt Crisis Signals Trouble for Trillion-Dollar AI Infrastructure Bet

CoreWeave's bond yields have surged to distress levels above 15%, forcing investors to confront a hard truth: the AI infrastructure boom may be outpacing the financing market's ability to fund it. The GPU-cloud company, backed by NVIDIA and central to major hyperscaler deployments, has become an unwilling bellwether for whether the capital-intensive buildout of AI compute can be financed sustainably—and this month's credit markets say it cannot.