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Will the AI boom pay off, or does the data-center bond slump warn of a bubble?

A Fed official says AI's road will be bumpy but will ultimately make us richer. Meanwhile, bonds financing AI data centers have fallen sharply as investors worry about debt.

  • It pays off: bumpy, but worth it in the long run
  • Bubble: revenues won't cover the debt
  • Shake-out: weaker firms fail, the sector stays
  • Too early to say anything