Long term I totally agree.

Author: Curly1918 (18274 Posts - Joined: Aug 30, 2017)

Posted at 2:26 pm on Aug 21, 2026

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But in the near term... our borrowing for the AI buildout is an important factor in the rise of interest rates,

Link: https://www.msn.com/en-us/money/economy/the-bond-market-is-sending-ceos-a-blunt-message-borrowing-costs-are-going-to-go-up/ar-AA2aDedM?ocid=entnewsntp&pc=U531&cvid=6a885fd220e74305b8ee4899972e3ab5&ei=21

This message has been edited 1 time(s).

Replies to: “Long term I totally agree.”

The real problem with data centers: Their buildout costs are driving up interest rates. [LINK] - Curly1918 - 1:11pm 8/20/26 (21) [View All]
- Socialized risk & cost with privatized gain. Pass. [NT] - LanceManion - 12:56pm 8/21/26
- I think the proper way to think about data centers is like utilities or infrastructure. [NT] - iairishcheeks - 7:38pm 8/20/26
  - I think the proper way to think about data centers is how much useful AI we can make per $, per kwh - Eli - 3:36am 8/21/26
- Chinese don’t have this issue. China and U.S. have different routes in developing AI. - Eli - 7:02pm 8/20/26
- And the burgeoning use of Credit Default Swaps by Hedge Funds isn't music to the ears of "Free Cash - TyroneIrish - 6:54pm 8/20/26
  - Just as with all the subprime mortgages at the time of the 2008 crash, there shall be serious losers - Curly1918 - 8:15pm 8/20/26
    - And most egregious are those who seek $1.5T Defense Expenditures, while giving Tax Breaks to those - TyroneIrish - 8:50pm 8/20/26
- Good grief - stop already - Nigel Tufnel - 5:54pm 8/20/26
  - I tend to agree. I also look at who is against data centers - that always help clarify things when - BaronVonZemo - 9:35pm 8/20/26
  - I'm still trying to figure out the fear of datacenters. - NedoftheHill - 7:37pm 8/20/26
    - So, data centers = AI. - iairishcheeks - 1:30am 8/21/26
      - So, stopping AI is as simple as stopping data centers. Good to know. [NT] - NedoftheHill - 4:39am 8/21/26
    - The objections are rooted in the distain that datacenter builders have for local communities...odd - TyroneIrish - 9:04pm 8/20/26
      - I know exactly who you mean [NT] [LINK] - Curly1918 - 10:07am 8/21/26
    - There are Luddites in every generation. The bigger problem is that so many do not fear debt. - Curly1918 - 8:06pm 8/20/26
      - Yes. And anyone who looks at the issue knows we can only reduce debt by inflating the dollar. - NedoftheHill - 8:38pm 8/20/26
        
        Without AI I think we'd be in a recession or perhaps a depression. - iairishcheeks - 1:32am 8/21/26
        
        At least as the stock market measures those things. [NT] - NedoftheHill - 1:25pm 8/21/26
  - A mere $1.4 Trillion... can't possible impact credit markets. Right? [LINK] - Curly1918 - 6:18pm 8/20/26
    - That's a bit misleading - Nigel Tufnel - 11:02pm 8/20/26
      - Long term I totally agree. [LINK] - Curly1918 - 2:26pm 8/21/26

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