AI CapEx Is Eating the Economy

Re:AI CapEx Is Eating the Economy by apwell23 on Friday July 18, 2025 @04:31PM (#44609489)

yearly AI capex is more than NASA and NIH combined

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Re:AI CapEx Is Eating the Economy by esseph on Friday July 18, 2025 @04:47PM (#44609660)

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-...

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Re:AI CapEx Is Eating the Economy by actionfromafar on Friday July 18, 2025 @04:36PM (#44609551)

So, not very much, all things considered.

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Re:AI CapEx Is Eating the Economy by lenerdenator on Friday July 18, 2025 @04:49PM (#44609676)

Tell that to Congress.

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