Data center GCs should diversify, Housing Market Slowdown, CoreWeave's $50B debt
In this episode of The Punch List Podcast, Jon Wright, Kanav Hasija, and Tanmaya Kala break down CoreWeave’s $50 billion debt scare and what it signals for AI data center financing, why general contractors need to keep data center work below 40% of their backlog, and why last week’s housing price headlines are more complicated than they look.
The episode opens with the CoreWeave story: how data centers get financed through special purpose vehicles, why bond yields jumping from 12% to 16% spooked the market, and whether this is a warning sign or just a repricing of risk. From there, the…
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