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Governments are making a dangerous bet on the AI boom
To see why, look to the bond markets
TL;DRAI
30-year government bonds in US, France, Japan and UK reached 2007-09 peaks, reflecting market concern over fiscal sustainability of AI infrastructure spending. Rising yields squeeze enterprise IT budgets, pushing decision-makers from speculative foundation-model bets toward tools with proven ROI.
242 words~1 min read
