Inflation concerns are rising as investors like Julius Bendikas from Mercer warn of potential market impacts, with the firm managing $683 billion. HP Inc anticipates price pressures by late 2026 due to memory chip cost surges driven by data center demand. Deutsche Bank projects AI infrastructure spending could hit $4 trillion by 2030, risking supply bottlenecks. George Chen from Asia Group notes that escalating costs may deter investment in AI projects, impacting returns.