# IMF monitoring AI developments, too early to say if AI reassessment underway

- URL: https://talkfuse.com/story/imf-monitoring-ai-developments-too-early-to-say-if-ai-reassessment-underway/
- Published: 2026-11-12T16:35:54+00:00
- Updated: 2026-11-12T21:53:16+00:00
- Original publisher: CNA (publisher lean: Centre)
- Original article: https://www.channelnewsasia.com/business/imf-monitoring-ai-developments-too-early-say-if-ai-reassessment-underway-6547091
- Topics: AI, Technology, World

## Key points

- IMF says it is too early to judge whether confidence in AI is weakening.
- AI investment and data centres are contributing to US inflation pressures.
- The IMF expects restrictive US interest rates to help bring inflation to 2 per cent.

## Summary

The IMF is tracking sharp swings in AI-related share prices and political moves that could slow US data centre construction. It says there is not yet enough evidence to know whether investors are beginning a lasting reassessment of AI investment, profitability or expected productivity gains.

Spokesperson Julie Kozack said AI valuations remain vulnerable to doubts about the technology’s long-term returns. The IMF also sees AI investment and data centre building as one of two major contributors to US inflation, alongside higher energy costs linked to the Iran war and the Strait of Hormuz closure; it expects restrictive Federal Reserve policy to remain necessary to return inflation to 2 per cent.

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Summarised by TalkFuse (https://talkfuse.com/). Quote the original publisher for the reporting and link this page for the summary and discussion.