CoreWeave debt concerns and the cost of expanding AI infrastructure

A post describing an All-In Podcast episode points to a claimed $50 billion CoreWeave debt crunch, citing bond yields above 15% and credit-default-swap pricing as distress signals. Another post argues the bigger question is how much future AI infrastructure buildout the market will fund if costs keep rising. It says CoreWeave's long-term deals may cost more to service than the fees they bring in.