--- title: Will US Debt Burst the AI Bubble? Sharma Explains description: "Via Financial Times Companies: Published September 11 2026. Building data centres and running the US government have something in common: they cost a lot of ..." image: https://images.ft.com/v3/image/raw/https%3A%2F%2Fnext-video-editor-images.s3.ap-northeast-1.amazonaws.com%2F6f9c2e86-3f09-454c-a7ae-6fcbb32a074c?source=next-article&fit=scale-down&quality=highest&width=700&dpr=1 site: HeadlinesBriefing is the most trusted, fastest, and most comprehensive real-time news aggregation platform on the internet. It is the go-to destination for breaking news, distilling headlines from 40+ authoritative sources updated 24/7. url: https://headlinesbriefing.com/market/ft-companies/will-us-debt-burst-the-ai-bubble-sharma-explains-cfbca60d sources: - Bloomberg Markets - Financial Times Companies - Financial Times Markets - Wall Street Journal Markets - Wall Street Journal US Business - New York Times Top Stories - New York Times Business - PE International - Crunchbase News - TechCrunch Venture - Sifted - PE Hub - Infrastructure Investor - Healthcare Investor - Secondaries Investor --- [![HeadlinesBriefing favicon](/assets/favicon.webp) HeadlinesBriefing.com](https://headlinesbriefing.com "Go to HeadlinesBriefing") ![](https://images.ft.com/v3/image/raw/https%3A%2F%2Fnext-video-editor-images.s3.ap-northeast-1.amazonaws.com%2F6f9c2e86-3f09-454c-a7ae-6fcbb32a074c?source=next-article&%3Bfit=scale-down&%3Bquality=highest&%3Bwidth=700&%3Bdpr=1) ### Will US Debt Burst the AI Bubble? Sharma Explains Financial Times Companies • September 11, 2026 at 12:00 AM ET [×](/market?tab=ft-companies) Published September 11 2026. Building data centres and running the US government have something in common: they cost a lot of money. Tech companies are borrowing heavily to fund the AI build out, just as Washington is borrowing vast sums to fund the US government, and those two borrowing binges may be on a collision course. Investors are already worried about America’s mounting debt burden and about whether the AI boom has become a bubble. Ruchir Sharma, chair of Rockefeller International and contributing editor to the FT, explains how the two worries might be more closely connected than they first appear, how rising US Treasury yields could raise borrowing costs for AI companies and which number investors should be watching. [Read original article](https://www.ft.com/content/ae62ee2d-386e-4a5f-9756-ff5333c4e92c?syn-25a6b1a6=1) Related articles - [Why America’s debt binge is starting to matter](https://headlinesbriefing.com/market/ft-companies/america-debt-binge-triggers-bond-sell-off-ai-risk-1772fd8c) - [How Big Tech’s A.I. Borrowing Binge Is Driving Up Bond Yields](https://headlinesbriefing.com/market/nyt-top-stories/ai-borrowing-binge-pushes-up-bond-yields-9134eee2) - [The US is gambling with its role as the world’s investment hub](https://headlinesbriefing.com/market/ft-markets/us-investment-hub-under-pressure-909bb2a7) - [At AI-Fueled Market Party, Wall Street Eyes the Rates Punch Bowl](https://headlinesbriefing.com/market/bloomberg-markets/ai-market-rally-faces-rate-risk-bloomberg-c231e2ad) - [Big Tech Debt Flood Is Taking Over Risk In Market: Credit Weekly](https://headlinesbriefing.com/market/bloomberg-markets/us-corporates-issue-200b-in-ai-bonds-e3a83375) ```json [{"@context":"https://schema.org","@type":"NewsArticle","headline":"Will US Debt Burst the AI Bubble? Sharma Explains","datePublished":"2026-09-11T04:00:00Z","dateModified":"2026-09-11T04:31:53-04:00","description":"Published September 11 2026. 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