Viewpoint: Low Interest Rates Indicate We Are Not Overinvesting in AI Compute
tszzl · x · 2026-07-31
A prominent AI observer shared a viewpoint suggesting that the claim of overinvestment in computational substrate can only be validated when real interest rates exceed 3%. Under the current macroeconomic environment of low interest rates, the massive capital expenditure on AI computing infrastructure remains rational and far from excessive.
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