The Fed Just Put AI on Its List of Inflation Shocks, Next to Tariffs and Oil

The Fed Just Put AI on Its List of Inflation Shocks, Next to Tariffs and Oil

The San Francisco Fed just named AI chips as a persistent inflation shock alongside tariffs and oil, and the official driving that view says relief is nowhere close. What that means for the companies at the center of the shortage is not what most investors expect.

Fed's Daily Says Continued Chip Shortages Could Help Fuel Inflation For Longer

"This is probably further out before we get relief," Mary Daly said when discussing AI-related demand constraints.

Big drivers of inflation right now are energy prices, AI driven demand: KC Fed's Schmid (TLT:NASDAQ)

Big drivers of inflation in the economy right now are energy prices and the demand that AI is driving with things like data centers and semiconductors, according to the Federal Reserve Bank of Kansas City President Jeffrey Schmid.

Fed's Schmid says AI among key drivers of inflation

United States Federal Reserve Bank of Kansas City President Jeffrey Schmid said on Tuesday that artificial intelligence is among the key drivers of inflation, warning that the central bank's credibili...