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AI Capex

2025-07-21 17:43:03.378703+02 by Dan Lyke 2 comments

Paul Kedrosky: Honey, AI Capex is Eating the Economy

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[ related topics: Artificial Intelligence Economics ]

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#Comment Re: AI Capex made: 2025-07-23 23:30:33.749899+02 by: Definitely Not a Bot

Trying to get concrete suppliers to return your calls is NoVa is nearly impossible. Their whole capacity is being consumed by data centers.

#Comment Re: AI Capex made: 2025-07-24 01:25:19.27312+02 by: Dan Lyke

The crash out from this is gonna be huge. And, as you mentioned in that other thread, this feels like we're heading towards a WWII scale social reset and we haven't hit the Great Depression yet.

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