A prediction of higher interest rates before AI-driven growth

In June 2025, a user predicted AI-related capital spending would draw money from Treasuries into investments, spiking interest rates and debt costs. They expected three years of panic before investment returns fueled growth that more than offset higher borrowing costs, with 5% growth becoming normal across the developed world. Quoting that forecast in October 2026, another user said rates showed “the end of the great stagnation.”