Arthur Hayes: U.S. faces choice between buying compute or printing money to support AI debt

Traders Union
All News
Market Voices
U.S. faces decision on AI infrastructure funding

Top Stories

Editors' Picks

Stocks

Crypto

Economics

Currencies

Commodities

Business & Wealth

Market Voices

Mykhailo Ihnatenko

13.09.2026

Arthur Hayes: U.S. faces choice between buying compute or printing money to support AI debt — U.S. faces decision on AI infrastructure funding

Arthur Hayes, co-founder and chief investment officer at Maelstrom, discusses possible outcomes for financing artificial intelligence infrastructure. Hayes presents two scenarios: either the U.S. government steps in to assume the purchasing role for compute resources from firms such as Anthropic, OpenAI, and SpaceX, or the Federal Reserve prints money to bail out insurers holding failed AI debt if there is no longer a market for compute. Both options, Hayes notes, require the printing of new money.

View post on X Loading...

The tweet was deleted by the author.

But we saved everything 🙂.

Hayes has previously identified what he calls a financial bubble in artificial intelligence, citing risks connected to debt-fueled data centers and unprofitable hyperscaler company stocks in a recent post. He has also criticised some European countries for their punitive actions against crypto wallet holders, according to earlier comments. These views reflect his ongoing scrutiny of risk and policy within the digital asset and AI sectors.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

Did you like the article?

Editor's Picks for You

Tokens without buyers: Why NFT marketplaces are shutting down

By Mikhail Vnuchkov
5 hours ago

Tokens without buyers: Why NFT marketplaces are shutting down

Editors' Picks

Is it bad to be rich: Why billionaires are seen as villains

By Alena Volkova
8 hours ago

Is it bad to be rich: Why billionaires are seen as villains

Editors' Picks

What is a national blockchain network and does the world need one?

By Olena Litvinenko
Yesterday

What is a national blockchain network and does the world need one?

Editors' Picks

All Editors' Top Picks

Latest Arthur Hayes News

Arthur Hayes: FLOP Testnet set for launch in coming weeks

By Mikhail Vnuchkov
Yesterday

Arthur Hayes: FLOP Testnet set for launch in coming weeks

Market Voices

Crypto surges despite major obstacles across cycles, Arthur Hayes notes

By Pavlo Kot
09.10.2026

Crypto surges despite major obstacles across cycles, Arthur Hayes notes

Market Voices

Arthur Hayes: Technocore trading competition attracts 452k participants, 8 percent in profit

By Daria Chernytska
26.09.2026

Arthur Hayes: Technocore trading competition attracts 452k participants, 8 percent in profit

Market Voices

All Arthur Hayes News

Mikhail Vnuchkov
5 hours ago

Tokens without buyers: Why NFT marketplaces are shutting down

Alena Volkova
8 hours ago

Is it bad to be rich: Why billionaires are seen as villains

Olena Litvinenko
Yesterday

What is a national blockchain network and does the world need one?

Eugene Komchuk
Yesterday

CertiK expert: Hackers are winning the arms race for now

Dmytro Kharkov
Yesterday

Ledger’s spy chip scandal: Can hardware wallets still guard crypto’s cold storage?

Mikhail Vnuchkov
13 min ago

Private-equity fundraising sinks to its lowest since 2020, Pitchbook notes

Alena Volkova
14 min ago

Brad Gerstner: Invest America Act aims to make every child an owner of capital

Daria Chernytska
24 min ago

Enhanced capital efficiency and yields achieved, Andre Cronje notes

Igor Krasulya
24 min ago

Layah Heilpern: Sberbank to begin bitcoin trading with $3,500 annual cap for people

Ksenia Gerey
29 min ago

S&P 500 rises 118% in four years, Phil Rosen notes

Top News

Eugene Komchuk
2 hours ago

Paul Tudor Jones predicts a challenging 2027 for stock market

Paul Tudor Jones predicts a challenging 2027 for stock market

Ivan Andriyenko
2 hours ago

Brent falls below $105 despite rising tensions in the Gulf

Brent falls below $105 despite rising tensions in the Gulf

Igor Krasulya
4 hours ago

Cathie Wood warns of risks in memory chip stocks

Cathie Wood warns of risks in memory chip stocks

Olga Shendetskaya
8 hours ago

Gold prices rise as Middle East tensions complicate Fed rate outlook

Gold prices rise as Middle East tensions complicate Fed rate outlook

Olga Shendetskaya
9 hours ago

Asian tech shares fall sharply as doubts grow over AI profits

Asian tech shares fall sharply as doubts grow over AI profits

Top 5 companies for you

United States

Live News

Johnathan Maverick
Now

Interactive Brokers launches Ethereum staking for clients through zerohash

Olga Shendetskaya
Now

Barclays looks to reenter India equity capital markets

Mykhailo Ihnatenko
Now

Nvidia stock tests key support as China competition intensifies

Ivan Andriyenko
Now

U.S. stock futures mixed as chip stocks extend losses

Anton Kharitonov
Now

EUR/USD remains under pressure as dollar strength and European risks weigh on the euro

© IAFT Ltd., 2010-2026 All rights to the website are owned by IAFT Ltd.,
Registration number - HE 336186

Risk disclosure:

Information on the TradersUnion.com website is for informational purposes only and does not constitute any motive or suggestion to visitors to invest money. Moreover, we hereby warn you that trading on the Forex and CFD markets is always a high risk. According to the statistics, 75-89% of customers lose the funds invested and only 11-25% of traders earn a profit. Trading in futures and options carries substantial risk of loss and is not suitable for every investor.

That is why you should only invest money that you are prepared — or can afford — to lose at such high risks. Tradersunion.com does not provide any financial services, including investment or financial advisory services. Also, the Traders Union is not a broker and does not get money for trading in the Forex or CFD markets. Our website only provides information on brokers and the markets and helps its users to select the best brokerage company based on detailed information and objective analysis of brokers.
Disclaimer:

Traders Union (TradersUnion.com) shall not be liable for the consequences of trading decisions made by the Client and for the possible loss of his capital resulting from the use of this website and information published on it.

Forex market, CFD and cryptocurrency trading involves high risks and is not suitable for everyone. Before investing money, you need to adequately assess the level of your expertise and be aware of the risks, particularly in the context of trading with leverage. The information on this website is not intended for distribution or use by any person in any country or jurisdiction, where such distribution or use would be in violation of the local law or regulation. Any payments by Traders Union (TradersUnion.com) to the users of our website shall be legally interpreted solely as an incentive on our part for the activity on the website in the form of a deduction of a part of the advertising income; they shall not be a subject of any claims of our users or our obligations, a subject of disputes, as well as cannot be considered in relation to the services provided to users by brokers, both in fact and in their completeness and volume. The administration of the website shall not be liable for the content of user comments and reviews about the companies and shall not verify whether the authors of the reviews are indeed real clients of a specific company. All reviews, both negative and positive are published on the website without verification of their reliability; only offensive reviews that call for violence or any kind of discrimination and also reviews published from one group of IP addresses are moderated and removed. The authors of the materials shall be fully liable for the accuracy, completeness and impartiality of any information in the articles and reviews, including in the context of their use or mention of any brand names or trademarks. All mentions of the names of companies and their brands in any materials on the website shall be made in the context of communication of socially important information to the people about their activities by independent journalists, who are the authors. All evaluations and indicators on the website express the subjective opinion of the authors of the reviews (articles) and shall not be viewed as accurate statements and be a subject of disputes and claims against Traders Union.
Disclosure of advertisers and revenues:

All the services on the Tradersunion.com website are free for you to use. Our team spends thousands of hours per annum researching brokers and gathering information about them to help investors all over the world to choose reliable companies and to avoid fraudsters.

Indeed, the curating, sourcing, and organization of this process requires substantial financial investment by Tradersunion.com, which the website earns in the form of advertising payments. There are two types of advertising services on the website — direct advertising or partner (broker) participation programs. However, no services purchased by our partners shall affect the recommendations on our website, or our opinions, or ratings. Our ratings are based on our objective rating criteria and methodology; and the results are always equally and fairly applied to each broker. The work of our content authors and research groups does not involve any interaction with our advertisers and they do not have access to data concerning the amount of advertising purchased. For over 10 years we consider our independence, absolute openness, and objectivity as our main priority. Please follow the links to each of our affiliated broker’s websites. This will help Tradersunion.com to continue to provide our services to you for free.