Goldman Sachs: AI could trigger US inflation, storage surge is a key driver.

Goldman Sachs' latest research indicates that the United States is likely to be the first to be hit by a global inflation wave triggered by artificial intelligence. This Wall Street giant analyzed how the AI frenzy is driving up prices for global consumers. Due to limited supply, prices for key components such as memory chips and semiconductors have been pushed up. Goldman Sachs economist Megan Peters wrote that the United States may suffer the most severe inflation shock. According to Goldman's estimates, AI is causing the annual core personal consumption expenditure inflation rate in the United States to rise by about 20 basis points. By the end of this year, this inflation pressure is expected to more than double, pushing up the core PCE by 50 basis points.