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

I just hope when (if) the hype is over, we can repurpose the capacities for something useful (e.g. drug discovery etc.)

As the author says: this capex isn’t a railroad, it’s a very expensive immediately depreciating asset.

We should be so lucky

Maybe there will be a benefit from the additional power generation and infrastructure that will still be available if the data centers don’t need it.

Can’t believe I have to state the obvious and say that is only a potential gain if the power/cooling is from renewable sources. But I do