Will US debt burst the AI bubble? FT talks to Ruchir Sharma

Will US debt burst the AI bubble? With Ruchir Sharma

In this FT podcast transcript, investor Ruchir Sharma argues that swelling US debt could pop the AI bubble. AI investment drives up long-term rates, while US debt exceeds $35 trillion, squeezing budgets. If rates stay high, AI's capital-intensive projects may struggle. The post doesn't specify a timeline or debt threshold, but the logic is clear: AI needs cheap capital, and US finances are tightening the tap.