A post by @FirstSquawk on X.
FED'S WILLIAMS STATED THAT AI HAS HAD A LIMITED IMPACT ON PRICES, LIKE CHIPS.
@FirstSquawk on X
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New York Fed President John Williams said artificial intelligence has so far had only a limited effect on prices, comparable to the modest impact seen from semiconductors. The remark signals that policymakers are not yet treating AI-driven demand as a major inflation force. It matters because AI capex and chip costs are central to the current investment cycle, and Williams’ framing suggests the Fed sees little pass-through to consumer prices. Watch upcoming inflation prints and Fed commentary for whether that view shifts as AI spending scales.
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Named in this story
Federal Reserve, John Williams, AI