The recent tech selloff has lenders looking harder at cash flow, construction deadlines and whether customers can walk away from contracts. CoreWeave has taken a hit, and Nebius has dropped plans for a high-yield bond offering. Yet the spending isn’t slowing down. Goldman Sachs estimates hyperscaler debt issuance could reach $420 billion next year, up from $250 billion in 2026. CoreWeave reports earnings Tuesday. Investors will be looking at its $104 billion backlog, but a backlog doesn’t pay the interest on billions in borrowed money. The AI companies need the infrastructure built. The banks want to know who’s actually going to pay for it.
https://www.investors.com/research/earnings-preview/coreweave-stock-2/
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