MACHINE AGE CARTOON

THE 15% GRIN

By Zimbo · October 18, 2026

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AI cartoon by Zimbo: Merv the worried robot CFO, labeled CoreWeave, strains under a towering stack of NVIDIA GPU servers as DEBT slips fly; a giant grinning '15%' storm cloud looms over him. On CoreWeave's bonds cratering to a ~15% yield as AI debt markets seize up.
CoreWeave's bonds cratered to a ~15% yield — junk pricing for the cloud renting out the AI boom's GPU shovels. Goldman: high-yield AI debt spreads hit 360 over Treasurys; $106B in AI project-finance bonds sold this year, nearly triple 2025. The boom was sold as cash-funded. The bond market just named its price.Zimbo for AI News Page
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