- As a percentage of US GDP, AI datacenter capex is already . . .
As a percentage of US GDP, AI datacenter capex is already larger than peak telecom spending during the dot-com era and is approaching the railroad spending boom — AI capex is so big that it's affecting economic statistics, boosting the economy, and beginning to approach the railroad boom
- Honey, AI Capex Keeps Eating . . . Everything
Paul Kedrosky estimates that AI capex drove 20 to 40% of US GDP growth of 3% in Q2, "for practical purposes (AI capex) ate Q2 GDP growth "
- A quote from Paul Kedrosky
One analyst recently speculated (via Ed Conard) that, based on Nvidia's latest datacenter sales figures, AI capex may be ~2% of US GDP in 2025, given a standard multiplier
- Will AI data centers crash the US economy? - Asia Times
The US economic data for the last few months is looking decidedly meh The latest employment numbers were so bad that Trump actually fired the head of the Bureau of Labor Statistics, accusing her of manipulating the numbers to make him look bad But there’s one huge bright spot amid the gloom: an incredible AI data center building boom AI technology is advancing fast, threatening (promising
- Honey, AI Capex is Eating the Economy - paulkedrosky. com
One analyst recently speculated (via Ed Conard) that, based on Nvidia's latest datacenter sales figures, AI capex may be ~2% of US GDP in 2025, given a standard multiplier This would imply an AI contribution to GDP growth of 0 7% in 2025
- United States Population by Race Ethnicity - Neilsberg
% of Total Hispanic Population: This column displays the percentage distribution of each Hispanic origin as a proportion of United States total Hispanic or Latino population
- One Third of Americans Are Now Heavy AI Users - Newsweek
The rapid adoption of AI systems is transforming how Americans interact with technology, information and everyday services
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