Zan Digital › Companies
CoreWeave
Every piece of Zan Digital analysis that covers CoreWeave — 3 pieces, each figure traced to a named source.
- 001AI Debt Issuance: The Credit Story Behind the BuildAI-related debt issuance is on track for roughly $570B in 2026. Hyperscaler bond issuance quadrupled. How the build is being funded, and why it changed.~$570B
- 002CoreWeave Debt: $35.6B and Where the Stress SitsCoreWeave carries $35.6B of debt against a $104B backlog. The spread ladder from SOFR plus 225 to plus 550 shows exactly where lenders price the risk.$35.6B
- 003Anthropic Enterprise Pricing: $20 Seats, Uncapped UsageAnthropic cut the Claude Enterprise seat to $20 a month and unbundled every token. Here is the strategic logic, and who absorbs the new volatility.$20