US AI investment inched up to another record high in data released this morning, exceeding a $450B/yr pace for the first time It's now the largest single category of US physical investment, more than single-family homes, factories, power plants, and more
I have jumbled thoughts on the Hank Green AI "scandal," but the primary one is that regardless of your views on the *morality* of AI, you can't rely on it too much purely to maintain individuality I already have ChatGPT. If I want its opinion, I can ask it myself. You must deliver something *else*
US data center construction reached another new record high in official data released today, exceeding a pace of $68B/yr (and this only includes data center facilities, not the expensive computers within) Spending is up 46% over the last year and 392% since ChatGPT's launch
Hard to overstate the degree to which AI-related imports have completely reshaped US trade flows at this point Another record high for computer & parts imports in official data released this morning, tracking at nearly $700B annualized, up 126% over the last year alone
US data center construction reached another new record high in official data released today, hitting a pace of nearly $60B/yr (and this only includes data center facilities, not the expensive computers within) Spending's up 23% over the last year and 328% since ChatGPT's launch
US data center construction reached another new record high in official data released today, exceeding a pace of $75B/yr (and this only includes data center facilities, not the expensive computers within) Spending is up 57% over the last year and 442% since ChatGPT's launch
The Census Bureau's official quarterly financial data came out this week, and companies in the information technology sector broke another investment record amidst the AI boom Net holdings of property, plant, & equipment are up more than $350B over the last year alone
