Is AI demand the deflation factor the Fed has been looking for?


As companies turn more bullish on AI and are ramping up their CapEx spending for data center buildouts, what does this side of the AI trade entail for the US economy?

F/m Investments CEO and CIO Alex Morris speaks about what the demand for AI data center infrastructure means for the labor market and how the Federal Reserve may be viewing AI as a potential deflationary factor amid productivity boosts.

To watch more expert insights and analysis on the latest market action, check out more Morning Brief.



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