AI infrastructure spending may exceed sustainable demand amid worsening global credit risks

A post says Fitch warns global credit risks are worsening heading into 2027, citing AI investment uncertainty, elevated energy prices and tighter financing. It forecasts the Fed rate reaching 4.25% and remaining there through 2027, and US 10-year yields at 4.8% by end-2027. Fitch also warns AI infrastructure spending may exceed sustainable demand, potentially prompting a sharp pullback. A separate July post argues slower spending could affect data-center construction, equipment suppliers and power projects.