AI infrastructure investors now have two simultaneous reasons to think about the cost of money. Goldman Sachs and JPMorgan expect the Federal Reserve to raise rates 25 basis points this week, with futures pricing roughly a 90% probability. At the same time, AI safety warnings are testing assumptions about future compute demand. CoreWeave, Inc. (NASDAQ:CRWV) and IREN Limited (NASDAQ:IREN) show why the same rate move can hit capital-intensive AI companies differently. CoreWeave has direct floating-rate exposure CoreWeave's newest $2.6 billion delayed-draw facility charges Term SOFR plus 5.50%. A higher policy-rate path can therefore raise interest expense on floating-rate borrowing while CoreWeave, Inc.
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