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Jesse Felder
jessefelder.com
did:plc:lzcoujf7r7lgjvx2yrmpvxlc
‘Hyperscaler investment, negligible through 2022, is now tracking toward $1.5T annually by 2030. At that level, it will surpass, in real terms, the residential construction boom of 2005-06, the 1990s fiber build peak year, and the 1882 railroad peak combined.‘ https://paulkedrosky.com/ai-set-to-be-largest-capex-cycle-ever-and-soon-majority-externally-financed/
2026-06-17T15:30:12.070Z