On: CoreWeave bond yield tops 16% as AI credit stress rises

Yes, over 10-20 years and I'm guessing many of those contracts are just intents and not hard commitments.

Let's say it's 15 years. That's $16B/quarter in commitment. They had $17B in revenue in Q3 2026.

If anything, they're far too conservative.

Most of their compute commitments are non-cancellable.

Based on how their growth is going, I think they're far too conservative and they should sign more.