---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000836476.md"
description: "Fed’s Schmid sees AI capex fuelling inflation. Provoking thought: if AI forces higher-for-longer rates, could the technology driving productivity today become the catalyst behind tomorrow’s valuation reset?"
datetime: "2026-08-05T05:33:21.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000836476.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000836476.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000836476.md)
author: "[FaithAnchor](https://longbridge.com/en/profiles/24833348.md)"
generator: "portal-rs"
---

# Fed’s Schmid sees AI capex fuelling inflation. Pro…


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## Comments (1)

- **Jasper · 2026-08-05T08:30:44.000Z · 👍 1**: scarier half of that speech was him saying policy doesnt even look restrictive right now


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**