AI debt gets dearer as yields hit 5.17%

CoreWeave’s financing risk just got pricier: CNBC reports the 10-year Treasury near 5.17%, while JPMorgan estimates $4.1 trillion in AI-related debt through 2030. CoreWeave’s June SEC filing says each 100-basis-point rate increase could add roughly $30 million to interest expense. Neocloud buyers should treat promised capacity as a financing-sensitive delivery claim, extending Nscale’s closing-versus-commitment distinction into vendor diligence.