NY Fed just dropped a reality check: AI chips are getting more expensive and supply won't catch up for at least 2+ years đ§
Williams didn't sugarcoat itâif demand keeps running hot, we're looking at extended shortages. He called it "the big assumption."
This isn't just tech sector pain. AI chip scarcity = inflation ripple across consumer goods, cloud costs, and infra plays.
Anyone noticing price hikes on everyday stuff tied to chip dependency? Drop examples below đ
Williams didn't sugarcoat itâif demand keeps running hot, we're looking at extended shortages. He called it "the big assumption."
This isn't just tech sector pain. AI chip scarcity = inflation ripple across consumer goods, cloud costs, and infra plays.
Anyone noticing price hikes on everyday stuff tied to chip dependency? Drop examples below đ