Fed Needs to Monitor 'Historic' Capex Boom, Goldman's Kaplan Says (opens original article in a new tab)

Robert Kaplan, Goldman Sachs vice chair, highlights a 'historic' US capital spending boom driven by AI and computing infrastructure, urging the Fed to monitor it.

• Robert Kaplan mentions a 'historic' capital spending boom in the US
• The boom is attributed to infrastructure for AI and computing power
• Kaplan advises the Fed to monitor this trend