Viv Govender
Portfolio Manager, Rand Swiss
Viv is a senior analyst and investment specialist, focusing on international and local markets. He frequently appears in the media, contributing to channels such as: SABC, CNBC, SAFM, 702 and ETV. He is also a regular guest lecturer at a number of prominent business schools and advanced education programmes, and previously lectured at tertiary institutions such as UKZN and DUT.
You can follow Viv on YouTube at @RandSwiss for regular market updates and AI insights.
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The Weekly Wrap: The battle for capital
Friday, 2 October 2026
The AI boom is increasingly becoming a financing story.
Building the next generation of artificial intelligence requires vast investment in chips, data centres, power and computing infrastructure. At the same time, governments continue to borrow heavily, while long-term interest rates remain elevated.
That raises an important question for investors: what happens when governments and the world’s largest technology companies are all competing for capital at the same time?
This week’s Weekly Wrap examines why the AI infrastructure boom could have consequences for bond markets and borrowing costs far beyond the technology sector. We also look at oil, the interest-rate outlook, MTN’s US legal challenges and Anthropic’s potential IPO.
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