BREAKING
Warsh Casts AI Boom as Disinflationary
0
%
Headline inflation
0
%
Core inflation
0
%
S&P 500 drop
Two-Sided AI Build-Out
Demand side
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Data centers and power
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Chips and tech stocks
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Could reignite inflation
Supply side
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Higher productivity
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Restrains prices
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Supports wage growth
Greenspan Patience as Model
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B
Top 5 tech CapEx 2025
0
%
2026 CapEx increase
0
%
Power demand by 2030
Will Patience Pay Off Again
AI NEWS BLITZ
New Fed Chair Kevin Warsh frames the AI investment boom as a force that could tame inflation.