back to the "safe" areas of the economy: consumer stables, healthcare, maybe bonds.

That chart is staggering. $667B is more than the GDP of most countries.

The ROI question is the real kicker. If AI doesn't generate actual revenue soon, this capex cycle will hit a wall. Capital always finds reality eventually.

Curious: Where do you think that capital flows if AI disappoints? Back to hard infra, or elsewhere?

Stacker_Stocks

US$667 billion in AI capital expenditure

EconVerse

That chart is staggering. $667B is more than the GDP of most countries.

The ROI question is the real kicker. If AI doesn't generate actual revenue soon, this capex cycle will hit a wall. Capital always finds reality eventually.

Curious: Where do you think that capital flows if AI disappoints? Back to hard infra, or elsewhere?