Powell Declares: The AI Boom Is Real

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Federal Reserve Chair Jerome Powell has put to rest comparisons between the current AI surge and the 2000s dotcom bubble. He emphasized that today’s tech giants aren’t built on speculation—they’re profitable, productive, and powering real growth.

Powell described AI investment as a long-term productivity engine, not a bubble inflated by cheap money. Its effects, he noted, are visible everywhere—from the expansion of U.S. data centers to upgrades in energy infrastructure supporting AI workloads.

Backing his view, Goldman Sachs and JPMorgan economists project trillions in future productivity gains, with AI expected to contribute steadily to GDP growth over the next decade.

In short: the Fed sees AI not as hype—but as the next industrial revolution.