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AI Crowds Out US Debt as Hyperscalers Finance Growth

The Unintended Consequences of AI Fueled Debt Boom The notion that excessive national debt would choke off private sector investment has long been a concern for Wall Street.

However, recent trends suggest that instead, large corporations are crowding out Treasury borrowing in a reversal of expectations.

At $40 trillion and with a federal budget deficit on track to reach $2 trillion this fiscal year, one might expect the bond market to be overwhelmed by demand for government debt.

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