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Sean Brodrick
seanbrodrick.bsky.social
did:plc:gnjeaguquty6pn5brw5svdgt
As a % of GDP, spending on AI infrastructure has already exceeded spending on telecom and internet infrastructure from the dot-com boom. Spending on IT infrastructure is so big that it's one explanation for the U.S. economy’s ongoing strength, despite tariffs. https://www.wsj.com/tech/ai/silicon-valley-ai-infrastructure-capex-cffe0431 #EconSky
2025-08-01T13:15:32.102Z