🇺🇸 English, 21 October 2026, data center debt
Speculative data center debt sold to institutions
Concerns raised about financial stability in the sector, echoing the subprime mortgage crisis.
Speculative data center debt is being repackaged and sold to institutional investors, including pension and retirement funds, university endowments, and other major institutional entities.
This development draws parallels to the subprime mortgage crisis, raising concerns about financial stability within the sector.
Market pricing indicates a potential increase in the perceived likelihood of CoreWeave facing financial difficulties, with the probability of a bankruptcy announcement by the end of 2029 currently priced at 24.5% YES.