AI infrastructure spending may be pushing interest rates higher.
Inflation and government deficits may not fully explain the recent rise in yields.
The AI trade remains strong, but high investor expectations pose a risk.
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Investor enthusiasm around AI remains strong, but high expectations and significant funding needs could create new risks. Jeff Evans, Vice President, Director & Lead of Empirical Research & PM Support, TD Asset Management, looks at what a potential Anthropic IPO could mean for AI-related investments
