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.
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.