‼️ 🧠 Alpha Binwani Capital: “With Treasury yields hitting their highest levels since 2007, financing the AI infrastructure boom is set to get pricier—JPMorgan estimated in June that $4.1 trillion in AI-related debt will be issued through 2030 as data center firms race to expand capacity, and while companies have so far absorbed the rising borrowing costs, some investors are growing wary about future financings”