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AI’s Data Center Boom Runs Into a Higher-Rate Reality
Treasury yields are spiking again, and the pressure is starting to reach beyond mortgages and stocks into the massive borrowing needs behind the AI buildout.
Mike Armstrong and Marc Fandetti discuss why the 10-year Treasury yield is climbing, why sharp moves in the bond market can expose problems for overleveraged investors, and how higher borrowing costs could challenge AI hyperscalers as their spending commitments begin to exceed operating cash flow. They also break down NVIDIA’s new AI safety system, growing local resistance to data centers, how to spot when the AI boom may be losing…
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