Deutsche Bank: The dollar is now leveraged to the AI race
Bubble signal: +2 · Overheating evidenceRelevance 95FundingUS
Source: NewsData: AI bubble (EN) · Published 2026-09-03
Summary
Deutsche Bank's FX strategy team released a report linking the AI capital boom, asset tokenization, and the dollar's future. It argues the US is attracting foreign private capital via blockchain rails to fund its AI buildout and deficits, with AI venture funding topping $400bn in 2026, running at three times last year's pace, with over 90% of the biggest deals in the US.
Bubble analysis
This news directly addresses the scale of AI investment, showing massive US AI capex and funding flows that far exceed historical norms, serving as key evidence for the bubble thesis.
#ai-funding#dollar#us-capex#deutsche-bank
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