AI CapEx Inflation Warning
7:09–8:46 · 98s
Kaplan explains how the massive, AI-driven capital-expenditure boom is making inflation stickier in the near term despite long-term disinflationary hopes.
7:09–8:46 · 98s
Kaplan explains how the massive, AI-driven capital-expenditure boom is making inflation stickier in the near term despite long-term disinflationary hopes.
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