Fed's Lisa Cook says AI demand is broadening inflation pressures as CPI reaches 3.4%

  • Lisa Cook said AI investment is contributing to broader inflationary pressure.
  • Consumer-price inflation was 3.4% last month.
  • The FOMC raised interest rates by a quarter point earlier this month.

Federal Reserve Governor Lisa Cook said demand for artificial intelligence is lifting prices for chips, computers and software and may be creating broader inflation pressure through data-center demand for construction labor, energy, electricity and water. Consumer-price inflation was 3.4% last month, still above the Fed's 2% target after more than five years. Cook said interest rates should not be used to counter price increases confined to specific AI-linked sectors, though she acknowledged that AI investment can affect widely used inputs across the economy. The Federal Open Market Committee unanimously raised rates by a quarter point earlier this month despite President Trump calling for cuts. Traders see roughly a 70% chance of another quarter-point increase at the panel's late-October meeting, but Cook said the scale and number of future moves will depend on the economy's response to the recent increase.

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