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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...

3 August 2025

Sources: Apple formed an Answers, Knowledge, and Information team to work on ChatGPT-like search experiences; iPhone 17 Pro may have been seen in live testing (Mark Gurman/Bloomberg)

Mark Gurman / Bloomberg:
Sources: Apple formed an Answers, Knowledge, and Information team to work on ChatGPT-like search experiences; iPhone 17 Pro may have been seen in live testing  —  Apple has a new “Answers” team developing a stripped-down rival to ChatGPT to help users access world knowledge.

Posted from: this blog via Microsoft Power Automate.

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