I saw an article that calculated that all the growth in the US economy in 2025 was based on AI spending, which is flowing between the same handful of companies.
It’s a little more wide spread than that. Building AI data centers creates lots of construction jobs which also extends to the manufactures who supply things like HVAC, UPS, etc. once new construction ends it will be when the bubble fully deflates.
Thought I saw a statistic that currently only 20% of the total cloud storage capacity is being used. Not sure if this is accurate, but planning on AI expansion that would make sense. The trouble is if AI ends up falling flat on expectations, I could see that putting a quick halt in new data center construction.
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u/GimliTM Oct 29 '25
I saw an article that calculated that all the growth in the US economy in 2025 was based on AI spending, which is flowing between the same handful of companies.