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A comment on CoreWeave bond yield tops 16% as AI credit stress rises. Parent comment

Re:CoreWeave bond yield tops 16% as AI credit stress rises by aurareturn on Tuesday November 10, 2026 @01:23AM (#50436763)
Yes, over 10-15 years and I'm guessing many of those contracts are just intents and not hard commitments.

Let's say it's 15 years. That's $16B/quarter in commitment. They had $17B in revenue in Q3 2026.

If anything, they're far too conservative.

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Re:CoreWeave bond yield tops 16% as AI credit stress rises by mplappert on Tuesday November 10, 2026 @02:30AM (#50437190)
Most of their compute commitments are non-cancellable.
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Re:CoreWeave bond yield tops 16% as AI credit stress rises by aurareturn on Tuesday November 10, 2026 @02:53AM (#50437333)
Based on how their growth is going, I think they're far too conservative and they should sign more.
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Re:CoreWeave bond yield tops 16% as AI credit stress rises by anonymous908213 on Tuesday November 10, 2026 @03:08AM (#50437432)
Where are you getting 15 years from?

> I'm guessing

Oh, you have no clue what you're talking about, just vibe posting. According to their SEC filing, the vast majority of their commitments are over 5 years, and a small portion within 10.

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Re:CoreWeave bond yield tops 16% as AI credit stress rises by XRG on Tuesday November 10, 2026 @11:51AM (#50442933)
Mate, I’d go back and re-read the (updated) S-1 more thoroughly if I were you. (That is, if you’re thinking about getting in on the IPO based on your current understanding of the financials.) please take this as well-intentioned advice; you’ll find many of the future expenses are obfuscated, e.g., omitted from the overviews and disclosed in the ‘fine print’ instead…
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