人工智能投资热潮正在推高通胀。它似乎也几乎不受高利率影响。这种组合对美联储构成挑战——并可能对整个经济产生严重影响。
The A.I. investment boom is contributing to inflation. It also appears nearly immune to high interest rates. That’s a challenging combination for the Fed — with potentially serious implications for the rest of the economy.
与 @colbylsmith.bsky.social 合作：不断上升的借贷成本正在冲击家庭和企业。但它们对人工智能基础设施投资的热情几乎没有抑制作用，而这些投资正在加剧通胀。
With @colbylsmith.bsky.social: Rising borrowing costs are taking a toll on households and businesses. But they are doing little to dampen enthusiasm for investments in A.I. infrastructure, which are contributing to inflation.