AI 연산 수요가 폭증하면서 전력과 서버 인프라를 확보한 채굴기업들이 새로운 데이터센터 사업자로 변신하고 있다는 분석이 나온다. 과거 비트코인이 이들의 성장 동력이었다면 이제는 전력 인프라 확보 능력이 기업 가치를 좌우하는 핵심 자산으로 떠오르고 있다는 평가다.
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Regional Fed Presidents, whose vote holds equal weight to that of the chairman, are already indicating that their wait-and-see stance is further warranted by the conflict. Cleveland’s president, Beth Hammack, said rates could be held for “quite some time,” with Iran presenting a new inflationary risk. Likewise, Minneapolis Fed President Neel Kashkari said this week he was growing less confident about his previous estimation of a 25bps cut this year, explaining: “With the geopolitical events, we need to get a lot more data in.”
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