Fed's Cook says AI demand 'broadening' to increase inflation
After publishing: 1 description edited1 change
- Axiosseen 9 Oct, 02:54description edited
what the description said, before and after
Some companies are preparing for an AI-fueled chip squeeze that could push up prices far beyond the data center boom alone, Mary Daly, president of the Federal Reserve Bank of San Francisco, tells Axios. Why it matters: The Fed can usually look through supply shocks that come and go. Daly's concern is that AI, tariffs and higher energy costs could last longer than expected or compound each other — keeping inflation elevated and requiring more tightening. State of play: Daly says AI demand could...Some companies are preparing for an AI-fueled chip squeeze that could push up prices far beyond the data center boom alone, Mary Daly, president of the Federal Reserve Bank of San Francisco, tells Axios. Why it matters: The Fed can usually look through supply shocks that come and go. Daly's concern is that AI , tariffs and higher energy costs could last longer than expected or compound each other — keeping inflation elevated and requiring more tightening. State of play: Daly says AI demand...
What it is about
Who published it, and when
How it spread - 30 original reports
Mon, 28 September 2026
1 report- The Hill20:17first to report
Federal Reserve board of governors member Lisa Cook said Monday that rising demand for artificial intelligence is leading to “broadening” inflationary impacts, with implications for the entire economy. During a keynote speech at the Oakland Tech Week conference, Cook noted that prices for Al-related goods, including chips, computers and software, have “surged” in the past...
Thu, 1 October 2026
1 report- Channel News Asia20:39
Tue, 6 October 2026
1 report- Axios15:55edited after publishing
Some companies are preparing for an AI-fueled chip squeeze that could push up prices far beyond the data center boom alone, Mary Daly, president of the Federal Reserve Bank of San Francisco, tells Axios. Why it matters: The Fed can usually look through supply shocks that come and go. Daly's concern is that AI , tariffs and higher energy costs could last longer than expected or compound each other — keeping inflation elevated and requiring more tightening. State of play: Daly says AI demand...
Tue, 13 October 2026
1 report- scotsmanguide.com16:07
The ‘convenience yield’ that U.S. Treasurys used to enjoy is ‘gone’, the Federal Reserve governor also said Tuesday
Fri, 16 October 2026
2 reports- Le Figaro (France)05:26
Kevin Warsh, président de la Réserve fédérale américaine, ne cache pas sa fascination face à l’IA. Selon lui, cette technologie représente le bouleversement le plus majeur pour l’économie mondiale qu’il ait connu de toute sa vie, promettant de redéfinir en profondeur la productivité et la croissance.
- Channel News Asia13:33
Mon, 19 October 2026
1 report- Bloomberg Politics13:17
People’s Bank of China Governor Pan Gongsheng said the central bank will closely monitor the macroeconomic impact of artificial intelligence and prudently assess its effects on the economy, financial markets and monetary policy, while making forward-looking policy preparations.
Tue, 20 October 2026
2 reports- theyeshivaworld.com02:45
Federal Reserve officials are increasingly concerned that enormous investments in artificial intelligence are adding to inflationary pressures, creating a challenge for policymakers attempting to bring prices under control without imposing additional financial burdens on American households and businesses. Major technology companies continue spending billions of dollars on artificial intelligence infrastructure, including data centers, computing equipment […]
- aol.com15:40
Artificial intelligence has become one of the American economy’s most powerful growth engines ever. Technology companies are pouring hundreds of billions of dollars into data centers, semiconductors, and electrical infrastructure, creating jobs and fueling demand across industries. Wall Street has rewarded that enthusiasm, pushing AI-related stocks higher even as other corners of the economy struggle […]
Wed, 21 October 2026
1 report- Bloomberg Politics23:31
Allison Schrager, Bloomberg Opinion columnist, says AI could lead to sustained economic growth, possibly for the next 100 years. She speaks during a Bloomberg Opinion event held exclusively for Bloomberg.com subscribers in New York. (Source: Bloomberg)
Sun, 25 October 2026
3 reports- Google News - Top Stories13:00
AI Spending Fears Threaten to Swamp Big Tech’s Strong Earnings Bloomberg.com The AI Bubble Has A $3.6 Trillion Problem, And It's Getting Worse (NYSEARCA:SPY) Seeking Alpha AI pixie dust is losing its stock market power Axios Stock Pickers Burned by the AI Boom Think Their Moment Has Finally Arrived WSJ What if an AI bubble bursts — and that accelerates AI job losses? : Planet Money NPR
- Google News - Top Stories15:57
Does enough capital exist to finance everyone’s ambitious AI spending plans? Yahoo Finance AI Spending Fears Threaten to Swamp Big Tech’s Strong Earnings Bloomberg.com The AI Bubble Has A $3.6 Trillion Problem, And It's Getting Worse (NYSEARCA:SPY) Seeking Alpha Stock Pickers Burned by the AI Boom Think Their Moment Has Finally Arrived WSJ Our 13-Signal AI Bubble Checklist Says the Peak Isn’t Here Yet InvestorPlace
- Japan Times22:55
Based on the violent market reaction to Meta's rising capital expenditures last week, the response to any disappointment likely won't be forgiving.
Tue, 27 October 2026
4 reports- ibtimes.co.uk08:06
Apollo economist Torsten Slok says most S&P 500 companies have yet to see clear AI-driven gains, as the IMF warns that falling valuations could spread losses across global markets.
- Channel News Asia10:01
- aol.com14:49
Oct 27 (Reuters) - High levels of borrowing to fund AI infrastructure is expanding private credit beyond traditional corporate lending, but a wave of loans coming due in the next few years could leave
- gizmodo.com21:45
Or just plan on working til you die.
Wed, 28 October 2026
4 reports- Channel News Asia04:03
- fool.com05:00
AI seems to be a good business for the Magnificent Seven, but maybe not for other companies.
- indiatimes.com19:48
Federal Reserve Chairman Kevin Warsh said on Wednesday that the US economy is not running too hot despite some demand pressures from the boom in AI investment, adding
- Bloomberg Politics21:26
Treasury Secretary Scott Bessent said he and his team are keeping tabs on the state of financing for the artificial intelligence build-out, and played down recent signs of concern.
Thu, 29 October 2026
8 reports- Google News - Top Stories02:28
Equities and bond yields dip with AI jitters and economic data in focus Reuters
- Channel News Asia02:31
- thenationalnews.com11:00
- idsnews.com11:00
he age of AI threatens the class scheduling status quo.
- The Hill15:00
Silicon Valley’s unregulated bank must be brought to heel.
- newstalk.com17:34
The Department of Finance’s 2026 Consumer Sentiment Banking Survey has found that 21% of responde...
- Google News - Top Stories17:42
Robust consumer spending, AI-related investment power US economy in third quarter Reuters Third-quarter U.S. GDP increases a better-than-expected 3.4% as September inflation accelerates CNBC Opinion | The U.S. Investment Boom Arrives WSJ With days to go before the midterms, data shows the U.S. economy is doing well NPR Americans Keep Spending The New York Times
- Bloomberg Politics22:06
Bloomberg Businessweek examines the investment landscape from the Schwab IMPACT summit in Boston. Sam Kang, Head of Family Office and Premier Wealth Group for Schwab Advisor Services, discusses how wealthy clients approach long-term investing. Julie Sunwoo, president of DAFgiving360, discusses how the market impacts charitable giving and donor-advised funds. Plus, Rick Wurster, Schwab president and CEO, details Schwab's use of AI in investment services, while D.J. Tierney, senior investment...
Fri, 30 October 2026
1 report- Al Jazeera English07:13
Big Tech’s nuclear power deals raise urgent questions about who will bear the cost of AI’s growing energy demands.