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This year, #Al #capex as defined as information processing equipment plus software has added more to GDP growth than consumers' spending.
Source: Renaissance Macro Research
We are heading for 4Q25 where AI Capex investment growth in America is twice the amount of consumer spending growth. Our economy will be defined by a quest for AI. It must succeed or we will be ruined. All or nothing. CapEx = capital expenditures, such as equipment. For AI, much of this is for #datacenters.