zerohedge
@zerohedge · 13 окт. 2026 г.
Data Center debt getting smoked today.
Coreweave unsecureds tag 1000 g-sprd bps for the first time ever. Oracle unsecureds trading like deep junk. Even Meta's Project Beignet about to hit record wide
zerohedge@zerohedge· 5 окт. 2026 г.When Does The Credit Party End? Goldman, Morgan Stanley Map The AI Debt Binge As The Edges Start To Crack
Elon Musk
@elonmusk
It’s not that supercomputer data centers are not in high demand, as they definitely are. However, getting money to build complex hardware systems with massive power, cooling & networking is not the same as doing it.
SpaceX has a super cracked team that is outperforming the rest
21:35 · 13 октября 2026 г. · 191,6 тыс. просмотров
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