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SF Fed president: AI demand could extend energy shock

Some companies are preparing for an AI-fueled chip squeeze that could push up prices far beyond the data center boom alone, Mary Daly, president of the Federal Reserve Bank of San Francisco, tells Axios. Why it matters: The Fed can usually look through supply shocks that come and go. Daly's concern…

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  1. 2026-10-06 15:55 · Axios AI+
    SF Fed president: AI demand could extend energy shock

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