00:00Artificial intelligence may be transforming the tech industry, but investors are increasingly
00:05focused on an unlikely factor, the bond market.
00:08Mass of spending on data centers, chips and AI infrastructure is forcing even cash-rich
00:14technology giants to take on more debt and become more sensitive to interest rates.
00:19Analysts say that means Treasury yields and Federal Reserve policy could have a bigger
00:24impact on AI-related stocks than in previous tech cycles.
00:27As companies race to build the hardware needed to power the AI revolution, borrowing costs
00:33are becoming a critical piece of the investment story.
00:36The next chapter of the AI boom may depend not only on breakthrough technology, but also
00:42the cost of financing it.
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