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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: 0.33s | source
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oytis ◴[18 Jul 25 20:21 UTC] No.44609364[source]▶
I just hope when (if) the hype is over, we can repurpose the capacities for something useful (e.g. drug discovery etc.)
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apwell23 ◴[18 Jul 25 20:31 UTC] No.44609489[source]▶
yearly AI capex is more than NASA and NIH combined
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1. esseph ◴[18 Jul 25 20:47 UTC] No.44609660[source]▶
That would be $75 billion combined for 2025. A drop in the bucket.

-- > From 2013 to 2020, cloud infrastructure capex rose methodically—from $32 billion to $119 billion. That's significant, but manageable. Post-2020? The curve steepens. By 2024, we hit $285 billion. And in 2025 alone, the top 11 cloud providers are forecasted to deploy a staggering $392 billion—MORE than the entire previous two years combined.

https://www.wisdomtree.com/investments/blog/2025/05/21/this-...