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2026-07-13 10:13:10
[Goldman Sachs: AI will trigger a global inflation wave, with the US bearing the brunt] (1) Goldman Sachs' latest research indicates that the US is likely to suffer the most severe impact from the global inflation wave triggered by artificial intelligence. (2) The research argues that supply constraints have driven up the prices of key components such as memory chips and semiconductors, which is the main transmission channel for AI-driven inflation. (3) Goldman Sachs economist Megan Peters analyzes that AI will increase the US core PCE inflation rate (the Fed's preferred inflation indicator) by about 20 basis points annually. (4) By the end of 2026, this inflationary pressure is expected to more than double, pushing up core PCE by 50 basis points.
