AGI compute capex could keep rates high as opportunity cost shifts

Analysts argue that if AGI infrastructure is largely debt-financed with high expected returns, interest rates will stay elevated. In an extreme utopian scenario where only compute capex borrows, rates would track the opportunity cost of not investing in AI compute.

2026-10-06 ~ 2026-10-06 · 2 related posts

• Even in an AGI world, interest rates could stay high if compute capex dominates borrowing — menhguin · 2026-10-06
• The mouse utopia scenario: when only AI compute capex borrows, rates track compute ROI — menhguin · 2026-10-06