The #AI infrastructure boom is reshaping macroeconomics. In May, US consumer prices for computer software and accessories surged +15% YoY—the highest reading on record by the Labor Dept. This is no longer just financial hype; it's a structural demand shock driving up hardware, supply chains, and electricity costs. The real wave is yet to come.#ArtificialIntelligence #Macroeconomics
The #AI infrastructure boom is reshaping macroeconomics. In May, US consumer prices for computer software and accessorie...
