Warsh says AI’s hyperscalers are part of why your borrowing costs are rising: ‘The competition for capital is real’
- Posted on September 17, 2026
- By Fortune
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- 1 min read
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Warsh says AI’s hyperscalers are part of why your borrowing costs are rising: ‘The competition for capital is real’
Hyperscalers issued $121 billion in bonds last year and are on pace for far more in 2026. Warsh says that's showing up in Treasury yields.