AI 能否遏制通膨？美國聯準會請 Marc Andreessen 尋找答案
美國聯準會任命 marc andreessen 進入一個研究 ai 經濟影響的新工作組。該決定可能決定 ai 整合帶來的通縮生產力收益，還是 ai 基礎設施的通膨成本將主導未來的利率走向。
the federal reserve announced a new working group led by marc andreessen to assess how generative ai will impact productivity and employment, specifically to see if it validates the theory that ai is a disinflationary force allowing for rate cuts. fed officials are divided on the timeline: while warsh draws parallels to the 1990s tech boom, others like governor michael barr warn that immediate demand for chips, energy, and capital—projected to reach $4 trillion in data center investment—will create price pressure before any long-term productivity benefits stabilize the economy.