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

(paulkedrosky.com)
337 points throw0101c | 1 comments | 18 Jul 25 19:59 UTC | HN request time: 0.239s | source
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datadrivenangel ◴[18 Jul 25 20:27 UTC] No.44609435[source]▶
Now is this AI CapEx or data and IT CapEx? Because everyone and their mother are labeling regular data centers as AI data centers.
replies(2): >>44609527 #>>44610956 #
1. hatthew ◴[18 Jul 25 20:34 UTC] No.44609527[source]▶
It seems like it's specifically based on nvidia's sales, which I assume almost entirely for deep learning. "Regular" data centers don't need many GPUs.