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 (Paul Kedrosky)
Paul Kedrosky: 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
Paul Kedrosky:
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
