Is AI capex moving rates? Commentators spar over borrowing at nation scale
MathiasRusted · x · 2026-09-25
MathiasRusted argues AI capex barely moves rates—every AI company combined is a tiny fraction of the Treasury market, with Iran/oil only short-term drivers. tszzl counters that beyond AI infrastructure loans, AI-driven productivity growth will push downstream businesses to borrow more during expansion, potentially on a similar order of magnitude as government spending.
Related event: Debate: Is the AI Capex Boom Driving Up US Treasury Yields?(4 posts)→
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