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AI capex is so big that it's affecting economic statistics

(paulkedrosky.com)
337 points throw0101c | 5 comments | 18 Jul 25 19:59 UTC | HN request time: 1.498s | source
1. asdev ◴[18 Jul 25 20:34 UTC] No.44609523[source]▶
how many signs of a bubble do we need?
replies(3): >>44609783 #>>44610516 #>>44611289 #
2. ◴[18 Jul 25 21:00 UTC] No.44609783[source]▶
3. noman-land ◴[18 Jul 25 22:33 UTC] No.44610516[source]▶
The only sign you'll ever get is the pop, no?
4. raldi ◴[19 Jul 25 00:15 UTC] No.44611289[source]▶
What future evidence would convince you it's not a bubble?
replies(1): >>44611508 #
5. BirAdam ◴[19 Jul 25 00:49 UTC] No.44611508[source]▶
A positive ROI