This is hardly the first time these weaknesses have been evident, however, I suppose this (and Anthropic's junk status) is the first real consequence of those weaknesses. The real question is how this precipitates across the remainder of the global economy when the real collapse finally occurs.

> The broader question is whether companies facing debt trouble like CoreWeave, Oracle and SoftBank are the industry’s weak links or are harbingers of deeper problems in the A.I. build-out.

What's a little circular dealing among friends anyway, surely there wouldn't be more to see here...

Anyway, happy to see reality adjusting itself.