10-year Treasury yield hits pre-GFC high as AI capex borrows at nation scale
tszzl · x · 2026-09-25
The U.S. 10-year Treasury yield jumped to its highest level since the run-up to the Global Financial Crisis. Commentator tszzl argues that while Iran/oil prices are a short-term driver, the deeper cause is massive borrowing for highly attractive AI capex opportunities at nation scale — the AI compute race is now moving bond markets.
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