Increasing US federal deficits combined with significant borrowing by major technology companies, known as hyperscalers, for Artificial Intelligence (AI) development are creating concerns in global financial markets. A sustained rise in the US 10-year Treasury yield above 5% could significantly impede AI projects, potentially causing them to be halted or scaled back. This is because higher yields increase borrowing costs, making large-scale investment in capital-intensive projects like AI more expensive. Such a shift could reshape markets worldwide, impacting not only the technology sector but also broader economic conditions. Investors are closely monitoring the situation, as a continued upward trend in Treasury yields represents a growing risk to economic stability and innovation. The potential consequences extend far beyond the United States, affecting international investment and growth prospects.