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Thoughts on the Market — Can Policy Solve AI’s Chipflation?
Not scored yet4m·2026-06-17·Money

Can Policy Solve AI’s Chipflation?

Thoughts on the Market · 1665

AI’s appetite for memory has turned chips into an inflationary factor. Our U.S. Public Policy Strategist Ariana Salvatore looks at what policymakers could do to reduce that pressure. Read more insights from Morgan Stanley. ----- Transcript ----- Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana…

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