Tokyo, 3 August 2026 – The Bank of Japan has warned that the global artificial-intelligence investment boom could exert a persistent inflationary influence, adding a new demand-side consideration to a policy outlook already shaped by energy costs, wages and currency movements.
AI investment is supporting production of semiconductors, electronic components, machinery and data-centre equipment. For Japan, that demand has helped sustain exports to the United States and Asia even while aggregate production has remained comparatively subdued.
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