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On October 6, economists at Mizuho Securities observed that since early 2026, demand tied to artificial intelligence (AI) has notably driven up commodity prices for Japanese businesses. However, as the cost increases associated with AI predominantly impact specific durable consumer goods, even if these expenses are fully passed on to consumers, their influence on pushing up the Consumer Price Index (CPI) is expected to be relatively modest. Economists argue that, from a cost-push inflation standpoint, it is somewhat overstated to liken the inflationary risks stemming from AI-related demand to those triggered by soaring energy prices or a weakening yen. Bank of Japan Governor Kazuo Ueda also emphasized on Tuesday that AI demand, alongside rising oil prices and a depreciating yen, constitutes one of the factors contributing to inflationary pressures in Japan.
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