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Fed Needs to Monitor 'Historic' Capex Boom, Goldman's Kaplan Says

Bloomberg Markets · Jun 17, 2026, 2:17 PM · Also reported by 1 other source

Robert Kaplan, Goldman Sachs vice chair and former Federal Reserve Bank of Dallas president, says the US is in the midst of an "historic" capital spending boom driven by infrastructure for AI and computing power. He speaks during an interview on "Bloomberg Open Interest." (Source: Bloomberg)

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Bloomberg Tech Goldman's Kaplan on Fed's Warsh and AI Capex Boom

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Fed Needs to Monitor 'Historic' Capex Boom, Goldman's Kaplan Says

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