• Safanad Industry Capital Internet Infrastructure Partnership LP Chief Strategist John Rutledge said US capital spending is driving growth.
• Rutledge said roughly half of current capital spending is tied to data centers and AI.
• He said he is relaxed about who will buy US Treasury debt.
• Comments were made in an interview on Fox Business on Sept. 21.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Safanad Industry Capital Internet Infrastructure Partnership LP published the original content used to generate this news brief on September 23, 2026, and is solely responsible for the information contained therein.