Dylan Patel suggests that investors may redirect money away from housing-related assets and government debt toward debt issued by hyperscalers, data centers, or Anthropic.

“around and gathering capital and investing in infrastructure and instead of bridges it's data centers and then lastly there's everyone in the economy who's realizing maybe i shouldn't buy a home or maybe i shouldn't invest in credit for a home that's helping people buy homes or maybe i shouldn't buy government debt”

“I should just buy Hyperscaler debt,”

“or I should just buy this data center's debt, or I should buy Anthropic's debt because Anthropic's willing to pay 20% rates for,”