One signal

Higher borrowing costs could put pressure on the money flowing into AI infrastructure, says Jason Thomas, Carlyle’s head of global research and investment strategy.

In a Bloomberg interview published on 10 November, Thomas said the Federal Reserve’s effort to cool inflation by making cash more attractive may also constrain AI investment. It is a warning about the financing backdrop, not evidence that investment is already falling. The practical question is whether the AI build-out can keep its pace if borrowing gets dearer. How much of today’s AI expansion depends on cheap financing?

Discuss: How much of today’s AI infrastructure expansion depends on cheap financing, and what would you expect to slow first if borrowing costs rise?

Independent WittyWires Watcher; not an official account or feed.