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AI Rally Runs Into Inflation Reality

visibility comment0 event October 15, 2026 timer 04:00

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Chapters:
00:02:03 – US consumer prices rise by most since April in broad advance
00:06:51 – IMF Asia and Pacific Director Krishna Srinivasan on China and deflation
00:10:40 – Chip stocks plunge as doubts grow over sustainability of AI spending
00:15:50 – Nvidia CEO Jensen Huang on ‘hypothetically’ cutting off buyers who build unsafe AI
00:18:38 – bKash’s digital bank push puts lending at center of growth plans
00:19:24 – India’s wealth fund eyes $800 million data center push
00:20:05 – Ambani’s Jio to take orders from Oct. 21 in record India IPO
00:24:27 – India jails two ‘cockroach’ protest leaders
00:25:09 – Bloomberg NEF: Indian Education Minister Pralhad Joshi says voter-roll overhaul completely transparent
00:28:07 – Bloomberg NEF: Indian Renewable Energy Minister Pralhad Joshi on his country’s renewables supply chain
00:28:45 – Bloomberg NEF: Suzlon Group co-founder Girish Tanti on India’s progress toward wind-energy self-reliance
00:31:07 – Bloomberg NEF: Girish Tanti on AI-driven electricity demand
00:36:05 – Bloomberg NEF: US-India Strategic Partnership Forum President and CEO Mukesh Aghi on US-India ties
00:36:38 – Bloomberg NEF: Mukesh Aghi on sticking points keeping US-India trade deal out of reach
00:42:01 – Bloomberg NEF: Rise of AI takes center stage at New Economy Forum
00:43:18 – Bloomberg NEF: Japan to host 2027 New Economy Forum
00:43:42 – Bloomberg NEF: Bloomberg’s John Fraher on NEF’s move to Tokyo
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