一家主要云服务商债券的收益率进一步上升，这成为投资者对AI基础设施投资态度转差的多个迹象之一。
Yields on a key cloud provider’s bonds rose further, one of a number of signs of investors souring on AI infrastructure investment.
CoreWeave债券的保险成本也较一年前上升了150%，其股价本周一度下跌28%。
The cost to insure CoreWeave’s bonds has also risen 150% from a year ago, while its stock at one point fell 28% this week.
这并非唯一令投资者担忧的公司：甲骨文1600亿美元的债务评级仅略高于垃圾债级别，而微软的AAA级债务保险成本也比三个月前高出25%。
It is not the only firm investors are worried about, either: Oracle’s $160 billion debt is rated just above junk status, and Microsoft’s AAA-rated debt costs 25% more to insure than three months ago.
美联储主席凯文·沃什表示，AI“可能是我一生中……对经济最具影响力的变革”，但“从当前状态到实现这一变革的路径，很可能充满坎坷。”
Ultimately, AI “is probably the most consequential change to the … economy in my lifetime,” Federal Reserve chair Kevin Warsh said. But “the path from where we are to there is likely to be a bumpy one.”