>Listen to the fed chair, listen to related analysis, the unexpected overperformance of GDP isn’t directly attributed AI but it is very much in the “how did that happen?” conversation
I would very much like to read this if you have a link
Sure, here's the transcript, AI is a large theme throughout but page 7 and 24 have specifically relevant remarks about the better than expected number, productivity's increases in relation to both this and AI, data centers, etc., but really the whole thing is peppered with details related to AI so it's worth reading in depth if you want the Fed's synthesized pov, and the press at these meetings ask incisive questions.
I won't take offense since I doubt you meant me in particular. So, while it's tedious to have to go back over web history from weeks ago to cite my sources like its high school every time I reference a specific, concrete source that people here can followup for themselves, I did it because it's worth doing, given that your sentiment is also not completely wrong: lots and lots of BS being thrown around all over the place on AI, so here's the direct source, chair Powell's report from December, and he's actually stating some things stronger than I remembered:
AI is a large theme throughout but page 7 and 24 have specifically relevant remarks about the better than expected number, productivity's increases in relation to both this and AI, data centers, etc.
I would very much like to read this if you have a link