Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence
Hyperscaler AI Capex: The War for Capital
Episode Hyperscaler AI Capex: The War for Capital
The long yields of 2026 measure a structural competition for capital: AI capex estimated by Goldman Sachs at roughly 1% of global GDP, sovereign financing needs and the possible repatriation of the $1.1 trillion of Treasuries held by Japanese investors all draw on the same savings. The 1847 precedent and the crowding-out of 1981-1984 show where the pattern leads and which reallocations make sense over the next 36 months.
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