Oracle and CoreWeave Face Debt Strains Amid AI Infrastructure Rush
Oracle's debt has entered junk bond territory due to heavy AI spending, while CoreWeave's rapid revenue growth is overshadowed by high debt and customer concentration risks.
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Latest reporting and analysis tagged with AI bubble.
Oracle's debt has entered junk bond territory due to heavy AI spending, while CoreWeave's rapid revenue growth is overshadowed by high debt and customer concentration risks.