Economists at Mizuho Securities said that since the beginning of 2026, demand related to artificial intelligence has significantly boosted Japanese corporate commodity prices, but since the rise in AI-related costs only affects some durable consumer goods, even assuming that all costs are passed on to consumers, the upward impact on the consumer price index seems limited.

Economists at Mizuho Securities said that since the beginning of 2026, demand related to artificial intelligence has significantly boosted Japanese corporate commodity prices, but since the rise in AI-related costs only affects some durable consumer goods, even assuming that all costs are passed on to consumers, the upward impact on the consumer price index seems limited.