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Commodities· May 04, 2026 at 08:58 PM

Think AI Spending Won’t Stoke Inflation? This Time Could Be Different.

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AI summary

Big tech spending on artificial intelligence is set to soar past $1 trillion next year as companies race to secure their place in the queue of the world’s hottest technology. The upshot of all that spending, however, is a likely boost to inflation prospects, which are already rising from oil and energy prices tied to the U.S. war with Iran and the on again, off again nature of tariffs put in place by President Donald Trump. “There is a regime shift underway in technology goods inflation,” said S

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