From Grok:

2026 data confirms hyperscalers including Amazon have issued over $200 billion in bonds so far this year for AI infrastructure, with analysts linking the surge in long-dated supply to elevated Treasury yields and wider spreads over risk-free rates.

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We should all be asking why? Why the data centers? Why do they want to make water and electricity scarce? Is this a coordinated effort or the consolidation of major corporations?

Looking at this from the outside, it appears that xAI and Amazon would be competing against each other. One major advancement by one company would make all of the other corporate bonds worthless. Who will win?

There are many questions but an AI network in space powered by the sun without the need for cooling would seem like the winning strategy. Couple that infrastructure with Musk’s existing AI, heavy launch capability and chip production and it seems obvious that $200 billion in corporate bonds so far this year are not a good investment if Musk dominates the market.

So what happens when the AI market is destroyed by one company with a major advancement? What happens to these bonds, our water supply, environment damage by heat and our electric grid? What happens to all of the information that they have already gathered about individual people?

The biggest question today is what happens when the world recognizes that US Treasuries are worthless? The cost to finance the national debt is unsustainable and hyperinflation will be the tool of choice to keep the government running. I think the question of “when” this happens is moot: Bessent’s actions at the Treasury have failed, the FED is trapped and the rates for USTs continue to rise.

The biggest question is their endgame. In a world that is bankrupt, fiat currencies are destroyed, water and power become scarce commodities and Big Brother is watching our every move, what will be our fate?