BREAKING
Warsh: AI Boom May Lift Prices, Not Inflation
'A one-time change in prices is not inflation'
0
%
High-tech capex Q1
0
%
Overall capex
0
T
Planned data centers
Productivity Faster Than the 2010s
Last 3 yrs
2.4
2010s
1.5
A Fed Divided on the AI Risk
Warsh's View
Dovish
●
AI boosts productivity
●
Price gains transitory
●
Room for lower rates
Cautious Officials
Musalem, Cook
●
Demand shock first
●
Gains unconfirmed
●
Upside inflation risk
Will Supply Catch Up With Demand?
AI NEWS BLITZ
Fed Chair Kevin Warsh told the Senate that AI spending could raise prices without stoking lasting inflation.