MarketPR
The Federal Reserve raised interest rates by a quarter point on September 16, 2026, to a range of 3.75% and 4%, marking the first increase since 2023 and introducing a new cost pressure on the interlocking capital commitments among major AI firms.
The move comes as the Bureau of Economic Analysis estimates that AI-related data center and software investment accounted for roughly three-quarters of the 2.1% annualized US economic growth recorded in the first quarter of 2026.
This growth is heavily dependent on a financing structure where capital flows in a loop.
Nvidia (NVDA) invested $30 billion in OpenAI, which uses funds to purchase compute power from Oracle (ORCL), while Oracle buys chips from Nvidia to meet that demand.
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