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Deep & Emerging Tech·November 4, 2026·1 min read

CoreWeave Bonds Hit New Lows as Texas Data Centers in Crosshairs

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CoreWeave bonds sliding as Texas elects candidates skeptical of data-center growth ties AI infra risk directly to local politics and permitting. If you’re exposed to specific regions for compute, add political and community sentiment to your risk models — not just power prices and tax incentives.

Deep & Emerging Tech

TeraWulf secures a credit backstop agreement with Google to support financing for its data center project with Anthropic in Kentucky, set to come online H2 2027

A Google-backed credit backstop for TeraWulf’s Kentucky data center with Anthropic — online H2 2027 — shows hyperscalers are now underwriting data-center financing, not just signing leases. If your AI plans depend on future capacity, start treating power and credit arrangements as first-class risks, not someone else’s problem.