AI data center financing shows strain as CoreWeave bonds reportedly traded at distressed levels

CoreWeave's bonds reportedly traded at distressed yields near 15%, with spiking credit default swap spreads and roughly $50 billion in debt. A post says Microsoft pulled out of an Nscale deal for a UK supercomputer planned to have more than 23,000 GPUs; the site had reportedly faced power-grid delays. A post relaying David Sacks's All-In comments says longer payback periods could signal softer demand or execution delays.