AI boom-or-bust scenarios loom large at IMF gathering in Bangkok

The Wall Street Journal describes AI’s economic possibilities and potential perils as dominating discussions at an IMF gathering in Bangkok. A separate post says Fed Chair Kevin Warsh sees the AI investment boom driving demand for chips, energy, infrastructure and capital while productivity gains remain years away. The poster argues that raising rates too aggressively could slow that investment, while keeping rates too low could fuel more inflation.