The post claims AI data‑center and model‑infrastructure build‑outs have contributed more to U.S. GDP growth over the last six months than consumer spending and already exceed dot‑com‑era telecom/internet investment as a share of GDP. It frames this surge as a de facto private‑sector stimulus that dwarfs major EU research programs.
— If AI investment is now the main engine of near‑term growth, monetary policy, industrial strategy, and transatlantic competitiveness debates must pivot to this capex wave.
Matthew Yglesias
2025.10.16
86% relevant
Citing Jason Furman and BEA, the piece says 'information processing equipment and software' accounted for over 90% of H1 2025 growth and that 'the AI boom is the whole story,' directly echoing the thesis that AI infrastructure investment is the main engine of near‑term GDP.
msmash
2025.10.07
92% relevant
Jason Furman’s estimate that ex–data centers and information processing, GDP growth would have been 0.1% annualized, and Renaissance Macro’s finding that AI data‑center buildout contributed more to growth than consumer spending, directly support the claim that AI capex is now the main engine of recent U.S. growth.
Tyler Cowen
2025.10.06
72% relevant
The $1,800-per-person figure concretizes how large AI capital expenditure has become relative to the broader economy, reinforcing the thesis that AI build‑outs are a dominant growth driver; it cites Natasha Sarin (NYT) as source context.
EditorDavid
2025.10.05
86% relevant
The article cites BEA data that most H1 growth came from AI investment and notes Big Tech’s ~$400B 2025 data‑center capex, directly reinforcing that AI capex is the main near‑term growth engine.
Mark P. Mills
2025.10.03
70% relevant
The article adds a sectoral lens to the macro claim that AI investment is driving growth by noting private spending on data center construction now exceeds all other commercial building, turning AI capex into a major driver of construction demand and a potential constraint for other builds.
EditorDavid
2025.09.20
60% relevant
The piece highlights a potential 'infrastructure bubble' with massive GPU, power, and cooling build‑outs (citing McKinsey’s $7T and $1T from eight 2025 projects), directly resonating with the observed surge of AI capex as a primary growth driver.
msmash
2025.09.19
75% relevant
A flagship investor reorienting away from broad startup portfolios to fund mega AI infrastructure supports the thesis that AI capex is now the main growth engine and drawing capital from other areas.
msmash
2025.09.15
60% relevant
The reported year‑long HDD lead times and Western Digital’s price hikes illustrate AI infrastructure demand spilling into storage, reinforcing that the AI capex wave is now reshaping upstream hardware markets beyond compute and networking.
msmash
2025.09.15
72% relevant
Goldman notes AI infrastructure revenues up ~$400B since 2022 while only ~$45B shows in GDP, complementing the idea that AI investment is a key growth engine whose macro impact can be obscured in headline statistics.
msmash
2025.09.12
75% relevant
Microsoft’s plan to train frontier models on clusters 6–10× larger than the 15,000‑H100 MAI‑1 preview adds to the wave of mega‑capex for AI infrastructure that has recently driven U.S. growth, reinforcing the narrative that capex, not consumer demand, is powering the near term.
BeauHD
2025.09.12
85% relevant
OpenAI’s reported $300B compute pre‑buy from Oracle, timed with the $500B Stargate data‑center buildout, is direct evidence that AI infrastructure spending is driving growth and investment priorities—exactly the capex wave this idea highlights.
BeauHD
2025.09.10
80% relevant
Oracle’s surprise $455B remaining performance obligations (up 359% YoY) and stepped cloud revenue targets signal unprecedented, contracted demand for AI compute—reinforcing evidence that AI data‑center investment is a primary driver of near‑term growth.
Alexander Kruel
2025.08.20
82% relevant
The Inclusion Foundation piece notes construction spending on computer manufacturing now exceeds other manufacturing and data‑center spend will soon surpass office construction; paired with Altman’s 'trillions' quote, it evidences the AI capex wave.
Alexander Kruel
2025.08.05
100% relevant
“Over the past six months, [AI infrastructure] has contributed more to the growth of the US economy than consumer spending… already exceeded spending on telecoms and internet infrastructure during the dot‑com boom.”
Alexander Kruel
2025.07.31
90% relevant
The roundup explicitly cites that in 2025 'AI capex' (information processing equipment plus software) has added more to U.S. growth than consumer spending, mirroring the existing claim that AI infrastructure spending is now a main growth engine.
Alexander Kruel
2025.07.24
85% relevant
OpenAI–Oracle’s 4.5 GW Stargate expansion toward a $500B build and Anthropic’s call for 50 GW of AI power by 2028 exemplify the capex surge making AI the near-term growth engine that policy must accommodate.
Jason Crawford
2025.07.15
68% relevant
The article argues that 'hundreds of billions' are pouring into AI—GPUs and the energy to power them—echoing the capex wave identified as a main engine of recent U.S. growth and a policy driver.