Money For the Rest of Us · Wednesday, July 15, 2026
David Stein identifies the AI infrastructure buildout as a factor contributing to current inflationary pressures. He notes the high demand for building data centers and the desire of hyperscalers to spend quickly due to supply constraints in compute power.
“We talk about the AI infrastructure buildout is leading to price pressures? They are demand to buy things related to building out data centers that is impacting inflation.”
“And there is a desire by these hyperscalers to spend. They want to spend it quickly because the demand for compute is greater than the supply.”