TheBitCast

🤖 AI JUST ENTERED THE INFLATION MODEL.

Podcast: GRO MONEY NEWS · Teresa Grobecker

Opublikowano: 2026-09-30

🏦 Australia raised rates to 4.60% and explicitly cited AI demand as one force driving global technology prices higher. AI has moved from software, to chips, to data centers, to power, and now into central bank inflation analysis. Reserve Bank of Australia ⚡ Samsung just committed $1B to KKR’s Helix Digital Infrastructure platform, joining an ecosystem with Kuwait Investment Authority, Nvidia, and Vistra. Helix launched with more than $10B of committed capital and integrates data centers, power generation, transmission, and fiber. Samsung Global Newsroom 💰 Meanwhile, the 10 year Treasury is above 5.2% and the 30 year touched approximately 5.61%. Private capital now has to...