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Rohan Paul· @rohanpaul_ai · X· 2026-11-15 04:00 · Original publication time AI score20

Chamath discusses rising credit default swap spreads for CoreWeaveMachine translation

AI introduction

Chamath attributes the rise in credit default swap spreads for neocloud providers such as CoreWeave partly to rising US interest rates. He also points to CoreWeave’s heavy borrowing while it sells capacity at fixed prices.

Original post · AI translation

Rohan Paul@rohanpaul_ai

Translation · refer to the original

完整视频见“All-In Podcast”YouTube 频道

https://t.co/GSHwjxaClT

ReplyRohan Paul@rohanpaul_ai

Translation

Chamath 解释了为什么 CoreWeave 等新型云服务商的信用违约互换利差大幅上升。简而言之，美国利率正在上升，而 CoreWeave 大量借债，却以固定价格出售其算力容量。 ---- 完整视频见“All-In Podcast”YouTube 频道，（链接见评论）https://t.co/VgKRxwleOy

Original

Chamath explains why credit default swap spreads on neocloud like CoreWeave have jumped. in short, US interest rates are rising, and CoreWeave borrows heavily while selling its capacity at fixed prices. ---- Full video on "All-In Podcast" YouTube channel, (link in comment) https://t.co/VgKRxwleOy

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04:00 · 2026-11-15 · UTC+8

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