# Will US debt burst the AI bubble? With Ruchir Sharma

An episode of [The Economics Show with Soumaya Keynes](https://invisiblenetwork.ai/podcast/1746352576), 11 Sep 2026, 27 min.

Audio: https://sphinx.acast.com/p/open/s/664394a442f6710013618119/e/6aa2e3f07d9d1b1678d747de/media.mp3

Building data centres and running the US government have something in common: they cost a lot of money. Tech companies are borrowing heavily to fund the AI build out, just as Washington is borrowing vast sums to fund the US government, and those two borrowing binges may be on a collision course. Investors are already worried about America’s mounting debt burden and about whether the AI boom has become a bubble. Ruchir Sharma, chair of Rockefeller International and contributing editor to the FT, explains how the two worries might be more closely connected than they first appear, how rising US Treasury yields could raise borrowing costs for AI companies and which number investors should be watching. Subscribe to Soumaya's show on Apple, Spotify, Pocket Casts or wherever you listen. Further reading: Why America’s debt binge is starting to matter Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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