Fan Favorite: AI Hits Wages, USMCA Under Pressure, Colorado River Crisis | Wall Street Week
Sam Palmisano argues that AI investment follows historical infrastructure cycles with long deployment times, while Torston Slack’s data shows AI currently suppresses wage growth in exposed occupations rather than causingsummaryAI Investment Cycles: Sam Palmisano notes that while software models change every 7-10 months, physical infrastructure (data centers, semiconductors, nuclear energy) takes 3-10 years to build, creating a mismatch betweentakeawayWage Pressure on Contractors: Diane Gerson observes that AI-driven wage suppression is currently visible in contractor/spot markets (e.g., traveling nurses, ride-hailing) where data brokers can identify low-wage candidattakeaway














