The Turichron

Morning brief, Oct 31

Neoclouds face bond-market constraints, per WSJ

The Journal reports that CoreWeave, Nebius and Nscale have effectively been shut out of new bond offerings in recent weeks; Nebius says asset-backed financing remains available.

ThereforeCoreWeave bonds now yield above 15%, indicating substantially higher borrowing costs.

Wall Street Journal (paywall)

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