Is the AI Boom Sustainable? Yields on some CoreWeave bonds have surged to 15%–… · @keepit3years · TwKit

@keepit3years

Is the AI Boom Sustainable? Yields on some CoreWeave bonds have surged to 15%–16%. Even Elon Musk reacted: “Yikes!” Borrow billions, buy Nvidia GPUs, build AI data centers, and hope future revenue covers the debt. But is this model sustainable? AI demand is real. Sustainable cash flow is another story. My full analysis is in the article below.

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