3 August 2025

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

Posted from: this blog via Microsoft Power Automate.

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