原帖引用 · AI 翻译
Rohan Paul@rohanpaul_ai
完整视频见“All-In Podcast”YouTube 频道
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。
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完整视频见“All-In Podcast”YouTube 频道，（链接见评论）https://t.co/VgKRxwleOy
原文
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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