I think the amount of debt that needs to be funded to continue this AI thing will start putting crimps and the energy issue, people will say well how are you going to get the energy for it? And a lot of these AI data centers will have hard times getting community acceptance to be built in their, in their communities. Fixed income. As the Fed cuts rate through the year, bondholders remain concerned about inflation. Longer duration yields will not have a corresponding drop just like this past year. (00:54–01:01)
CLAIM
Asserts that AI data centers will struggle with community acceptance for construction.
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