2026年8月20日 20:01 ET 发布 · 更新于 3 个月前 · 1 个来源
AI infrastructure borrowing is crowding out US Treasury lenders
Youtube
·
原始报道
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.
原文