Published Aug 20, 2026, 8:01 PM ET · Updated 3 months ago · 1 source
AI infrastructure borrowing is crowding out US Treasury lenders
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Original Report
The massive borrowing for AI infrastructure, estimated at $500 billion to $1 trillion, is competing with the US Treasury for lenders. This competition is causing a 'crowding out' effect, where investors prefer to lend to high-quality corporate borrowers like Amazon for better yields, thereby pushing down Treasury prices and increasing yields.