Washington Post · Steve Thompson ·

The US Federal Reserve's September meeting shows officials are increasingly citing surging AI investments, not tariffs, as the driver of rising goods inflation

At their September meeting, Fed officials cited "surging AI-related investments" as a factor in inflation pressures.

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The US Federal Reserve's September meeting shows officials are increasingly citing surging AI investments, not tariffs, as the driver of rising goods inflation

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Washington Post — The US Federal Reserve's September meeting shows officials are increasingly citing surging AI investments, not tariffs, as the driver of rising goods inflation ↗

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Wall Street Journal: The US-led AI boom is offsetting the global growth squeeze from the energy crunch; ING says the boom accounts for about a third of recent US economic growth

Bloomberg: The UK's Office for National Statistics cites AI as a major driver of the country's summer growth spurt, with GDP growing 0.4% in July, above expectations

Financial Times: Big Tech reported Q2 "other income" rose significantly to $160B+, driven by investments in AI companies, raising concerns of paper gains overstating the AI boom

CNBC: The IMF lifts its 2026 global GDP growth forecast to 3.1%, up from 3% in July, citing an AI boom that offsets Middle East war disruptions and high energy costs

Reuters: The US and China will discuss AI safety risks during talks planned for mid-September, with Treasury Secretary Scott Bessent leading the US side

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