GMI Cloud CEO calls CoreWeave’s 15% bond yield insane

Alex Yeh contrasted CoreWeave's borrowing costs with a 3.45% Taiwan dollar loan as AI infrastructure debt fears rattle markets Borrowing money is a lot easier when the lender isn’t nervous about you. CoreWeave is learning that lesson in public, with some of its bonds now yielding around 15%. On October 16, 2026, GMI Cloud CEO Alex Yeh called those yields “insane.” His comparison point was a loan his own company secured at 3.45%, denominated in Taiwan dollars. That is a gap of more than 11 percentage points between two companies selling broadly similar things: access to AI computing power. The pressure is concentrated in CoreWeave’s 9.625% notes due 2032. Those bonds saw yields reach 15%, and closed at 14.5% in one session.

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