AI烧钱烧到影响你房贷利率了，看看科技巨头怎么把国债都比下去，这波操作有点猛。
AI公司今年大量借贷，Nomura估计科技借贷已占美国国债发行量的25%，是去年的五倍。美国银行称这一激增使10年期国债收益率上升约0.3个百分点。Alphabet的30年期债券收益率达6.4%，Meta数据中心债券超过7.5%，而5.2%的国债在资本竞争中落败。JPMorgan预计到2030年AI基础设施支出将达5.5万亿美元，大部分靠借贷，推高了政府、房贷和小企业贷款的成本。
The hidden costs of AI never end. First it was memory chips and nonconsensual deepfake porn and the ...
The hidden costs of AI never end. First it was memory chips and nonconsensual deepfake porn and the undermining of college and high school education; now it is interest rates. Hedgie @HedgieMarkets 🦔AI companies have borrowed so much money this year that they're pushing up interest rates for the entire economy. Nomura estimates tech borrowing alone now equals 25% of what the US Treasury issues in bonds, five times more than last year. Bank of America says the surge has added about 0.3 percentage points to the 10-year yield. Bond managers are selling Treasuries to buy AI corporate debt instead because it pays more. My Take AI companies are now competing with the US government for the same pool of lenders, and the lenders are picking the corporate bonds. Alphabet's 30-year pays 6.4%. A Meta data center bond pays over 7.5%. At those rates, a 5.2% Treasury loses the fight for capital every time. That's one of the reasons long-term rates have stayed so stubborn even as the Fed tries to bring them down. JPMorgan expects $5.5 trillion in AI infrastructure spending through 2030, and most of it will be borrowed. That borrowing raises the cost of money for everyone, the government, your mortgage, small businesses trying to get a loan. The AI buildout has reached the scale where it moves rates for the whole economy, and most people paying higher borrowing costs have no idea that a data center arms race is one of the reasons why. Hedgie🤗 🔗 View Quoted Tweet 💬 4 🔄 11 ❤️ 42 👀 3480 📊 8 ⚡
- IT之家00:51原文