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AI capex boom is growing twice as fast as the housing boom did
Apollo's Torsten Slok finds AI data-center capex rising from 1.4% to 3.1% of U.S. GDP by 2027, nearly double the annual pace of the 2002-2005
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benzinga.com
AI Capex Set to Top 3% of GDP, 3x the 1990s Telecom Boom - Meta Platforms (NASDAQ:META), Amazon.com (NASD
US hyperscaler AI capex could hit $916 billion and exceed $1.17 trillion next year, nearly tripling the telecom boom as a share of GDP.
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cryptobriefing.com
US data center construction spending surges 46% year-over-year to $68B as AI and crypto miners reshape infrastructure
US data center construction spending hit $68B annualized, up 46% YoY, as Bitcoin miners pivot to AI infrastructure and hyperscalers ramp capex.
