Fed's Williams: AI equipment supply-demand balance may take over two years
- —Williams: AI equipment supply-demand balance may take longer than two years
- —NY Fed chief maintains one more rate hike this year may be appropriate
- —He sees no reason for additional hikes in 2027
- —AI investment stays resilient to rates, but chip shortages fuel inflation
Why it matters: AI equipment shortages plus a hawkish Fed are a double headwind for risk assets, including bitcoin and miners pivoting to AI.
Source: TokenPost