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AI infrastructure investment seen at $800 billion, shaking bitcoin liquidity recovery scenario

A surge in investment in AI infrastructure is emerging as a new growth driver for the U.S. economy but is also seen as a burden for bitcoin, as it could stoke inflation and delay Federal Reserve rate cuts. Goldman Sachs forecasts AI capital spending nearing $800 billion in 2026. Investors see a high chance of rates being held steady at the June FOMC meeting. Bitcoin has fallen below $62,000 and spot ETF outflows have extended to 11 sessions.