Daily "Even if AI demand slows, business flow likely to continue"
Original headline데일리 “AI 수요 둔화해도 사업 흐름 이어질 가능성”
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San Francisco Fed President Mary Daly said at Stanford’s SIEPR fall policy forum on November 13 that AI-related business activity is likely to continue even as the pace of demand growth slows, framing the shift as a moderation in momentum rather than the end of the cycle. She pointed to signals that demand could ease “a little,” while stressing that the underlying business stream remains intact. The remarks matter for markets gauging whether AI capex and adoption can hold up as the initial surge fades, and traders will watch upcoming Fed commentary and demand data from major AI-linked firms for confirmation of a slower but sustained trajectory.
Muhabbit's AI wrote this summary in its own words from TokenPost's report and translated it from Korean. It can get details wrong, so check the source.
Named in this story
Mary C. Daly, Federal Reserve Bank of San Francisco, Stanford Institute for Economic Policy Research, Crypto Briefing