Goldman Sachs estimates AI-driven price rises in memory, software and electricity are adding more than 0.2 percentage points to US core PCE YoY inflation now and will lift that contribution to 0.5 percentage points by year-end.

2026-07-10

Goldman Sachs estimates AI-driven price rises in memory, software and electricity are adding more than 0.2 percentage points to US core PCE YoY inflation now and will lift that contribution to 0.5 percentage points by year-end.