Morgan Stanley: Can Policy Solve AI’s Chipflation? | 18 Jun 2026 | Thoughts on the Market
- Speaker: Ariana Salvatore, Morgan Stanley's US Public Policy Strategist [00:00:00]
- Date & Time: Wednesday, June 17, 2026, at 10:00 a.m. in New York [00:00:12]
- Context: A follow-up to a previous discussion by colleague Sha Kim regarding "chipflation" and the surging cost of memory chips driven by AI infrastructure demand [00:00:19]
References
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