AI spending could become a much bigger macro story than people realize. đđ€
Itâs easy to focus on Nvidia, AMD, and the chipmakers, but the AI buildout goes much further.
Data centers need:
⥠More electricity
đïž More construction
đ More equipment
đ More infrastructure
That raises an interesting question:
Could the AI investment cycle create enough demand pressure to influence inflation and keep rate expectations elevated?
With the September FOMC ahead, Iâll be watching how this theme flows through stocks, gold, and crypto on BingX TradFi.
The AI trade might be more than a tech story.
#AI #FOMC #BingX #TradFi $BTC $ETH
Itâs easy to focus on Nvidia, AMD, and the chipmakers, but the AI buildout goes much further.
Data centers need:
⥠More electricity
đïž More construction
đ More equipment
đ More infrastructure
That raises an interesting question:
Could the AI investment cycle create enough demand pressure to influence inflation and keep rate expectations elevated?
With the September FOMC ahead, Iâll be watching how this theme flows through stocks, gold, and crypto on BingX TradFi.
The AI trade might be more than a tech story.
#AI #FOMC #BingX #TradFi $BTC $ETH