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AI-driven demand is showing divergent price signals: data center construction costs and semiconductor prices are moving at different stages of the investment cycle, a dynamic now visible in the Producer Price Index data. #Inflation #Macro
šļø stlouisfed.org
https://fredblog.stlouisfed.org/2026/06/ai-investment-and-semiconductor-prices/
2026-06-30T00:01:00.924Z