November 11, 2026
Hot Inflation Meets CoreWeave’s $47 Billion Debt
US consumer prices rose 0.4% in October, exceeding expectations and raising the risk of another Federal Reserve interest-rate increase as Treasury yields approached 5%.
CoreWeave reported 168% revenue growth but a $709 million quarterly net loss, with nearly $47 billion in debt and plans to invest up to $39 billion in AI infrastructure this year.
Anthropic's planned $1.4 trillion IPO, further scrutiny of Nvidia, and TSMC's new AI investments highlight the increasingly interconnected financial and geopolitical risks surrounding artificial intelligence.