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Carlyle’s Jason Thomas says Fed tightening could constrain AI investment

AI investment could feel another squeeze from the price of money. Jason Thomas, Carlyle’s head of global research and investment strategy, says the Federal Reserve’s tightening is meant to cool inflation by making cash more attractive, raising borrowing costs and encouraging saving. Those same pressures, he says, could constrain investment in AI—adding a monetary-policy risk to a financing picture that already has both eager buyers and deals facing strain.

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