Business Insider states that the race to develop artificial intelligence is moving beyond stocks and into bond markets. The outlet reports AI companies now compete with governments for capital. This competition is cited as a factor in the current global bond sell-off. Higher demand for funds is described as pushing Treasury yields and other government borrowing costs upward. The post shares a link to an article that presents the connection between AI spending and bond market movements. No other sources appear in the packet to confirm or expand on these details.