Multiple institutions have analyzed that the surge in artificial intelligence investments is complicating the Federal Reserve's efforts to control inflation. PIMCO believes that AI investments are less sensitive to interest rate changes, while the San Francisco Fed indicates that infrastructure development for AI is driving up demand for tech equipment. Goldman Sachs Asset Management expects the Federal Reserve to raise rates once more this year, and Morgan Stanley points out that financing costs have become a new obstacle for AI investments. BlackRock and Citi Wealth Management emphasize that AI investments are expanding into the real economy, but risks of inflation and high interest rates remain.