SF Fed president: AI demand could extend energy shock
Axios · 6 Oct 2026

SF Fed president: AI demand could extend energy shock

Some companies are preparing for an AI-fueled chip squeeze that could push up prices far beyond the data center boom alone, Mary Daly, president of the Federal Reserve Bank of San Francisco, tells Axios.Why it matters: The Fed can usually look through supply shocks that come and go. Daly's concern i


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