CoreWeave上周度过了糟糕的一周。其债券按常见定义滑入了困境区域——即投资者要求的收益率比政府债券高出1000个基点。上周二，“SPAC之王”Chamath Palihapitiya注意到了这一困境债务，并质疑AI建设是否是私人信贷泡沫。其股价自周二收盘以来已下跌超过20%，这确实不少！市场上甚至似乎出现了对其他AI公司的某种连带影响。
CoreWeave had a bad week last week. Its bonds slipped into distressed territory by a common definition - when investors demand 1,000 basis points more in yield than they'd get from government bonds. Last Tuesady Chamath "SPAC King" Palihapitiya noticed the distressed debt, and also asked whether the AI buildout was a private credit bubble. Its shares are down more than 20 percent since Tuesday's close, which is kind of a lot! There even seemed to be some collateral damage in the market on other AI companies, too.
现在，我曾质疑AI行业是否是泡沫，但当SPAC之王呼应了一位女士持续提出的质疑时……
Now, I have asked if the AI industry is a bubble, but when the SPAC King echoes concerns held by a lady whose ongoing questi …