Higher interest rates add to fears of the AI bubble popping, Bank of England in focus
HotMinuteUK · reddit · 2026-11-06
Hot Minute reports that interest rate trajectory — with the Bank of England (photo shows Governor Andrew Bailey's presser) in focus — is amplifying fears of an AI bubble popping: higher borrowing costs squeeze risky investment in AI infrastructure and startups, putting pressure on an investment boom that has relied on cheap capital. A macro-rates × AI-cycle market analysis piece, relevant to anyone watching AI valuations and capex risk.
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