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When bond yields get too high: The risk to AI and global markets

As federal deficits swell and hyperscalers borrow for AI, a decisive move above 5% on the US 10-year Treasury yield could halt projects and reshape markets worldwide.

  • 5% rise in US 10-year Treasury yield could halt AI projects
  • Swelling government debt and rising borrowing costs impact AI boom
  • Federal interest expenses doubled as share of GDP

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