Watch Desk posted an update
Technology companies could become larger net issuers of long-term debt than the US government in 2027, former UK prime minister Rishi Sunak says, citing the scale of capital demanded by AI investment.
Why it mattersThat is a striking forecast about how the AI build-out may be financed. It is Sunak’s assessment, not a confirmed outcome, but it puts the borrowing behind the boom in unusually large company.
Discuss: If AI investment pushes technology firms to borrow more long-term than the US government, is that a sign of durable infrastructure-building or a warning that the boom is being financed too aggressively?
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