AI capex competes with Treasuries for funding at the margin, argues tszzl
tszzl · x · 2026-09-25
tszzl pushes back on MathiasRusted: while every AI company's combined capital is tiny vs. the Treasury market, prices are set by marginal buyers and sellers—if companies finance more investment, they compete with governments and other borrowers for funding.
Related event: Debate: Is the AI Capex Boom Driving Up US Treasury Yields?(4 posts)→
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