Nomura: The AI boom is driving US growth but also intensifying inflationary pressures
智通财经2026/09/08 04:11Show original
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International financial institution Nomura recently released a research report stating that the large-scale development of artificial intelligence (AI) has become an important driver of U.S. economic growth, but it also brings pressure to the U.S. economy in several ways. If AI development encounters setbacks, it may expose the rising risk premium in the United States. The report notes that risks brought by the U.S. AI boom include inflation driven by rising chip and electricity prices, a surge in imports of chips and technological equipment expanding the trade deficit, and large cloud computing enterprises issuing significant amounts of bonds, pushing up U.S. Treasury yields. (CCTV News).
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