Fed's Williams expects AI supply squeeze to last over two years
CIE News ·
New York Fed President John Williams projected that artificial intelligence supply constraints could persist for more than two years and noted that one more US interest rate hike may be needed in 2026.
New York Fed President John Williams stated that infrastructure supply constraints for artificial intelligence may persist for more than two years before matching demand, according to Cointelegraph on October 14, 2026. The remarks come as Bitcoin miners expand operations into AI computing services. Williams also reaffirmed his position that the US Federal Reserve might need to carry out one additional interest rate hike during 2026.