Analysis describes growing bond-market concerns about CoreWeave’s capacity to carry large borrowings despite expanding orders. Reporting says yields on some bonds exceeded 16% and credit-default-swap pricing deteriorated. Increased demand for AI computing does not automatically produce profitability or debt-servicing capacity. Default probabilities inferred from CDS prices depend heavily on market assumptions and are not actual bankruptcy probabilities or confirmed defaults. NVIDIA also distanced itself from suggestions that a bailout was necessary.