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Capex spend on AI data centres has reached 1.2% of US GDPx.com/bearlyai/status/1946682802172555468
723 sats \ 6 comments \ @Scoresby 20 Jul 2025 charts_and_maps
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AI has pumped hyperscale – but how long can it last?www.theregister.com/2025/12/22/ai_hyperscale_capex_research/
177 sats \ 0 comments \ @0xbitcoiner 22 Dec 2025 AI
🧢 UncappedEx - Snackssherwood.news/snacks/newsletters/uncappedex/
75 sats \ 1 comment \ @BlokchainB 29 Oct 2025 Stacker_Stocks
Moody’s Forecasts $3 Trillion Data Center Investment by 2030www.datacenterknowledge.com/energy-power-supply/moody-s-3-trillion-data-center-investment-by-2030-amid-power-challenges
245 sats \ 0 comments \ @BlokchainB 24 Jan AI Construction_and_Engineering
The week in AI, October 6-12, 2025
991 sats \ 2 comments \ @optimism 13 Oct 2025 AI
AI stocks are in a bubble. Why are so many investors refusing to believe it?www.marketwatch.com/story/ai-stocks-are-in-a-bubble-why-are-so-many-investors-refusing-to-believe-it-cf6e1624
176 sats \ 4 comments \ @BlokchainB 26 Aug 2025 Stacker_Stocks
The week in AI, July 14-20, 2025
1852 sats \ 26 comments \ @optimism 21 Jul 2025 AI
U.S. telecom construction to a 20-year low despite fiber built out boomwirelessestimator.com/articles/2026/as-fiber-pay-continues-to-rise-tower-hiring-falls-across-u-s-telecom-construction-to-a-20-year-low/
695 sats \ 0 comments \ @BlokchainB 12 Feb Construction_and_Engineering econ
AI Diffusion Report
1334 sats \ 0 comments \ @Tony 5 Nov 2025 AI
The greatest revolution of the century is happening right before our eyes!
465 sats \ 1 comment \ @economy 29 Oct 2025 Stacker_Stocks
🤖 Big Tech’s big beats - Snackssherwood.news/snacks/newsletters/big-techs-big-beats/
55 sats \ 0 comments \ @BlokchainB 30 Jan Stacker_Stocks
Amazon, $AMZN, plans to spend a RECORD $200 billion on AI infrastructure in 2026
83 sats \ 0 comments \ @GlobalMarketsInvestor 10 Feb Stacker_Stocks
👁️ There’s no AI in Apple - Snackssherwood.news/snacks/newsletters/theres-no-ai-in-apple/
55 sats \ 2 comments \ @BlokchainB 17 Nov 2025 Stacker_Stocks
Nic Carter: the NVDA rally is unnerving, and not because of AI safety fearsx.com/nic__carter/status/1797635177973158182
3453 sats \ 21 comments \ @Scoresby 3 Jun 2024 econ
Exposing The Dark Side of America's AI Data Center Explosionwww.youtube.com/watch?v=t-8TDOFqkQA
166 sats \ 1 comment \ @Gian 16 Oct 2025 AI
Visualizing Big Tech Company Spending On AI Data Centers
333 sats \ 0 comments \ @jakoyoh629 25 Dec 2024 charts_and_maps
💵 Big Tech’s big budgets - Snackssherwood.news/snacks/newsletters/big-techs-big-budgets/
91 sats \ 0 comments \ @BlokchainB 12 Feb Stacker_Stocks
Is the AI CapEx BUBBLE bursting in the US?
182 sats \ 1 comment \ @GlobalMarketsInvestor 16 Feb Stacker_Stocks
🛣️ The streets are paved with silicon - Snackssherwood.news/snacks/newsletters/the-streets-are-paved-with-silicon/
75 sats \ 0 comments \ @BlokchainB 13 Feb Stacker_Stocks
Is DeepSeek a Sputnik Moment?charleshughsmith.blogspot.com/2025/01/is-deepseek-sputnik-moment.html
143 sats \ 10 comments \ @Rothbardian_fanatic 28 Jan 2025 Politics_And_Law
Dot-Com Peak Turning 25 (WSJ; Rolfe Winkler)www.wsj.com/tech/ai/what-the-dot-com-bust-can-tell-us-about-todays-ai-boom-c78482e7
817 sats \ 2 comments \ @denlillaapan 10 Mar 2025 econ
Hidden risk in the data center boom
195 sats \ 2 comments \ @EconVerse 18 Dec 2025 Stacker_Stocks