日銀、世界のAI需要がインフレの持続的な影響をもたらす可能性があると指摘

BOJ says global AI demand could have sticky inflationary effect

Bank of Japan identifies global AI demand as driver of sticky inflation over near term, with productivity gains lagging investment surge. Tech leaders face persistent capex cost pressures and higher borrowing costs as central banks tighten ahead of productivity benefits.