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Paul Hünermund
p-hunermund.com
did:plc:5janxiqsbehcbovvmczzlvrh
The current AI buildout only makes sense if it delivers massive productivity gains.
The biggest US tech firms are on track to spend ~$755B on AI capex in 2026, up from $155B in 2022.
At this point, AI is not just a tech story. It's a macro bet.
2026-06-08T12:34:11.068Z