Topic

AI capital spending

Latest viewpoints

AI spending has reached an historically unusual scale.

Kedrosky argues that AI infrastructure investment has surpassed most previous major capital-expenditure cycles when measured against GDP, fixed investment, and contributions to GDP growth.

Paul Kedrosky AI capital spending Source at 2:22

The compressed pace of AI spending increases investment risk.

Kedrosky argues that AI infrastructure spending is occurring faster than previous infrastructure buildouts, leaving capital markets less time to reassess projects and expected returns between investment rounds.

Paul Kedrosky AI capital spending Source at 4:44

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