11:30
2026-08-19
observationalepidemiology.blogspot.com
ai-infrastructure
"I want to come back as the bond market. You can intimidate everybody." --- James Carville (with the mandatory AI angle, of course)
A bond market sell-off is being driven by inflation, government deficits, and a wave of new debt from tech companies, including those focused on AI infrastructure. Hyperscaler borrowing for AI is comp…