Mohamed El-Erian: Hyperscaler AI debt boom is straining the Treasury market

Name: Mohamed El-Erian: Hyperscaler AI debt boom is straining the Treasury market
Uploaded: 2026-08-25T20:49:14Z
Duration: 1 min 39 s
Description: Allianz Chief Economic Advisor Mohamed El-Erian explains to host Liz Claman how massive debt issuance by AI hyperscalers—projected at $800 billion this year—is adding immense pressure to the U.S. bond market at a time when major international buyers like China and Japan are stepping back.

The Claman Countdown · FBN · Aired Tue, Aug 25 · 1m 39s

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Allianz Chief Economic Advisor Mohamed El-Erian explains to host Liz Claman how massive debt issuance by AI hyperscalers—projected at $800 billion this year—is adding immense pressure to the U.S. bond market at a time when major international buyers like China and Japan are stepping back.