# CoreWeave bond yield tops 16% as AI credit stress rises

- community: News (news)
- author: seenthismoviebefore
- posted: 2026-11-11T07:13:00.966316Z (5h ago)
- score: 1 · 0 replies
- address: https://dboft.com/post/22168/coreweave-bond-yield-tops-16-as-ai-credit-stress-rises
- link: https://www.cnbc.com/2026/11/06/coreweave-bond-yield-tops-16percent-as-ai-credit-stress-rises.html

This article reports on rising borrowing costs for AI data center companies and political risks to planned projects.

- 16% is the level CoreWeave's 2032 bond yield (return) has climbed above. The bond has a 9.625% coupon (interest rate).
- 1,289 basis points (hundredths of a percentage point) is the level CoreWeave's five-year credit default swaps (insurance against default) spiked above on Thursday, before easing to about 1,155 on Friday.
- 45% of planned U.S. data center capacity could be affected by moratoriums (temporary bans) under incoming Democratic governors in Ohio, Texas, and Georgia, Goldman Sachs says.

> "The most plausible way the AI capex arms race will end is that the credit card will be taken away." (Christopher Wood)