According to investors, AI-driven inflation is the most overlooked risk in 2026

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According to investors, AI-driven inflation is the most overlooked risk in 2026

By Naomi Rovnick,Lewis Krauskopf
Publication Date: 2026-01-05 06:02:00

In this illustration created on June 23, 2023, Element 1 of 4 AI (Artificial Intelligence) letters and a robotic hand are placed on the computer’s motherboard. REUTERS/Dado Ruvic/Illustration/File Photo

(1/4)In this illustration created on June 23, 2023, AI (Artificial Intelligence) letters and a robotic hand are placed on the computer’s motherboard. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing rightopens new tab
  • Inflation risk will be “underestimated” by markets in 2026 – investors
  • Analysts say data centers are likely to contribute to price pressure
  • Investors warn that interest rate hikes to cool inflation will hurt AI stocks
  • World stocks, investor risk appetite heavily dependent on AI boom
LONDON/NEW YORK, Jan 5 (Reuters) – Global stock markets, reeling from AI euphoria as 2026 begins, may be ignoring one of the biggest threats that could spoil the party: a rise in inflation driven in part by the tech investment boom.
US stock indices, where seven technology companies contributed half of all market gains this year…

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