quote: There are 20 project-finance data center bonds in the junk bond market for $45.6 billion backing just over 4GW of | Hanami
quote: There are 20 project-finance data center bonds in the junk bond market for $45.6 billion backing just over 4GW of capacity across eight tenants, with CoreWeave the tenant on seven of them and many already yielding in the low-to-mid teens https://x.com/zerohedge/status/2110576175101755657 | "Over 80% Of Neoclouds Will Fold": Gartner Predicts A Bloodbath As CoreWeave Credit Prices In Default https://www.zerohedge.com/markets/over-80-neoclouds-will-fold-gartner-predicts-bloodbath-coreweave-credit-prices-default