AI investment is increasingly influencing the economy, driving demand for power, infrastructure and hardware, while raising new questions about inflation and the longer-term productivity outlook. While much of this investment is digital, it is already translating into real-world demand, and potentially near-term price pressure.
In this discussion-led session, we’ll examine how these dynamics are emerging across markets and what they could mean in practice.
Why should you watch?
- How AI-driven demand is shaping energy markets, and where pressure is starting to emerge
- Whether AI investment is contributing to inflation across sectors, or is concentrated in specific supply chains
- What hyperscaler and corporate investment trends indicate about the sustainability of demand
- How realistic the idea of productivity-driven disinflation is, and when its impact is likely to emerge