Goldman Sachs: The combined effect of the increase in memory, software, and electricity prices brought about by artificial intelligence is contributing more than 0.2 percentage points to the year-on-year inflation of the US core PCE, and this contribution will rise to 0.5 percentage points by the end of the year.

Goldman Sachs: The combined effect of the increase in memory, software, and electricity prices brought about by artificial intelligence is contributing more than 0.2 percentage points to the year-on-year inflation of the US core PCE, and this contribution will rise to 0.5 percentage points by the end of the year.