10-year Treasury tops 5.20% as traders say this cycle is compute-bound, not oil
km · x · 2026-09-25
Geiger Capital flags the 10-year Treasury yield blowing through 5.20%, with the retweeter adding that smarter voices think this move is more about compute than oil — implying massive AI datacenter capex is pressuring long rates. A notable macro-meets-AI-infra signal.
More from Venture
- Investor argues analogy-based AI capex bubble takes underestimate LLMs' self-induced demand — menhguin · 2026-11-11
- Nvidia's supply commitments jump from $119B to $279B in one quarter, locking up 2027-28 memory — tengyanAI · 2026-11-11
- Crypto x AI at ATH: onchain inference nears 2T tokens/day — 0xJeff · 2026-11-11
- NVIDIA expands Meta Muse partnership, invests $3B in Meta stock — armand_ruiz · 2026-11-11
- Gary Marcus flags: OpenAI's biggest backer SoftBank faces 33% bankruptcy odds in 5 years — GaryMarcus · 2026-11-11
- Ramp hid an AI-only offer on its site; AI mentioned it to buyers 370 times in 32 days — VeryWellVersed · 2026-11-11