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| Is AI growing faster than the infrastructure that powers it? The Economist’s global business writer, Shailesh Chitnis, and co-host of The Intelligence podcast, Rosie Blau, discuss the global shortage of computing power. As demand surges, firms are throttling access, spending billions on expansion and facing supply-chain bottlenecks that could reshape the future of AI. 00:00 - Why are AI companies struggling to keep up with demand? 00:37 - What is actually in short supply? 01:26 - What are AI firms doing about the shortage? 02:10 - Will simply spending more money solve the problem? 03:27 - How are suppliers responding to the crunch? 04:06 - Where are the biggest bottlenecks in the tech stack? 06:24 - How will this supply crunch affect AI’s future? Listen to the full episode: https://econ.st/4tDZ31Y The AI rush is hitting a bottleneck:https://econ.st/4w4YZdi Subscribe: https://www.economist.com/subscribe Download the App: https://www.economist.com/get-the-app Instagram: https://www.instagram.com/theeconomist/ Facebook: https://www.facebook.com/TheEconomist/ X:https://x.com/TheEconomist #TheEconomist #ArtificialIntelligence #TechIndustry |
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The Iran war will cause inflation to surge | The Economist
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How will the Iran war affect inflation? The Economist’s Capital markets correspondent Josh Roberts and Co-host of The Intelligence podcast discuss how rising oil prices feed into broader inflation, the role of expectations and wage-price spirals, and the difficult choices facing central banks.
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What would Kevin Warsh’s Federal Reserve look like? | The Economist
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Donald Trump has tapped Kevin Warsh to lead the Federal Reserve. But what does Warsh really stand for? So far markets have reacted positively to his nomination, but some fear he is in the pocket of the president and could do some serious damage to the economy. Zanny Minton Beddoes, The Economist’s editor-in-chief, Edward Carr, deputy editor, and a panel of our economics editors unpack ‘Warshanomics’, and ask how it would work in practice.
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Watch the full show: https://econ.st/3NY7nd3
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ICE is testing American democracy
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The killing of two American citizens by federal immigration officers in Minneapolis has triggered outrage and a climbdown from Donald Trump. But this is a tactical retreat and Trump will continue to test the limits of presidential power.
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