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Fed minutes warn of inflation expectations risk, raising odds of a rate hike before year-end. Higher rates threaten AI-driven stock valuations and debt-financed data center buildouts, posing downside…
Article warns Trumpflation and AI-driven demand are pushing inflation higher, risking Fed rate hikes that could slow AI data center spending and trigger a broader stock market crash in H2 2026.
OpenAI, co-designing a custom AI chip with Broadcom, plans to ship the chip next year to reduce reliance on Nvidia and meet surging compute demand, potentially denting Nvidia's future GPU demand.