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AI Boom Fuels Growth and Inflation | Durham News
The U.S. economy surged 2% in Q1 fueled by AI infrastructure spending—now rivaling the dot-com boom—driving GDP but also sparking inflation through semiconductor shortages, energy costs, and corporate panic buying. While AI investment growth may be moderating, demand for AI-related capital goods will keep this spending spree alive through 2027. Consumer prices haven’t yet felt the full impact, but investors should pivot toward sectors like materials and industrials that can absorb and pass on costs, favoring stocks over bonds in this AI-driven era. Listen in comfort:Get a discount on a Soli…
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