Nvidia Partner GMI Cloud Calls CoreWeave’s 15% Yield ‘Insane’
THE SO WHAT
A 15% bond yield for a GPU cloud versus ~3.45% bank debt for a peer is the market saying that hyperscale AI infra buildout is still being underwritten like a high-risk growth trade, not a utility. If you’re buying capacity from these players, price and availability now carry embedded financing and refinancing risk that belongs in your vendor diligence.
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