On September 8th, international financial powerhouse Nomura unveiled a research report, highlighting that while the extensive proliferation of AI has emerged as a pivotal growth catalyst for the U.S. economy, it has concurrently introduced a multitude of strains. The report underscored several risks stemming from the AI boom in the United States: escalating chip and electricity costs fueling inflationary pressures, a surge in chip and technical equipment imports exacerbating the trade imbalance, and substantial bond issuances by leading cloud computing firms propelling U.S. Treasury yields upward. Should the AI sector encounter obstacles, it could potentially unmask the mounting risk premium prevalent in the United States.
