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AI capital spending and crowd-out news

Capex, financing, and investment stories read through the crowd-out thesis: whether the scale of AI infrastructure spending is raising the cost of capital for everyone else.

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No annotated items published yet

The monitor ingests capital news twice a day into a private corpus. Items appear here only after editorial review confirms the story, writes a source-grounded annotation, and links it to the matching evidence page. Nothing publishes automatically.

In the meantime, the graded evidence is on the resource ledgers and claim report cards.