SITUATION ANALYSIS: AI Increases Treasury Yields In October 2025, @tszzl posted “I’ll believe we’re over investing in computational substrate once i see real interest rates above even 3%”. Today, the real market yield on 30-year treasuries stands at 3.00%, the highest level since the Great Recession. There are many reasons for this: a large federal deficit, inflation remaining above target, the Fed not cutting rates, and a new one: AI hyperscalers borrowing so much money to fund compute…