BlackRock expects to lay off 3% of its workforce.Leonardo Munoz/VIEWpressCapital spending on AI data centers could bring back inflation before boosting economy, BlackRock said.The risk is under-appreciated by markets and central banks, it said.In the short term, AI winners will drive returns up for six to 12 months.To unlock the full potential of artificial intelligence, the US may have to confront an inflationary flare-up, BlackRock said in its latest weekly commentary."Capital spending on AI data centers has boomed since last year's ChatGPT moment," analysts led by Jean Boivin wrote on Monday.