AI CapEx
OrganizationHeard in 2 episodes across 2 shows since Sep 2026
A market theme describing corporate capital expenditure on artificial-intelligence infrastructure, including chips, data centers, networking, and cloud capacity.
Episodes
First heard
Expert statements
Episodes per month
Public PodLume episodes featuring it, over the last year.
Show the data
| Month | Episodes |
|---|---|
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 0 |
| Sep 2026 | 1 |
| Oct 2026 | 0 |
| Nov 2026 | 1 |
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What experts have said about AI CapEx
7 statements · 6 positive · 1 negative
AI capital expenditure accounts for at least half of GDP growth this year.
“AI CapEx accounts for at least 50% of GDP growth this year.”
Open the episode · The Midterms Have Changed the AI Narrative: S&P Down 4.4%, Nasdaq Down 5.5% | The Weekly WrapListen at 1:34
The U.S. AI capital-expenditure boom has driven growth and asset appreciation.
“it's been such a driver of both economic growth in the U.S. and asset price appreciation”
Open the episode · MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and FranceListen at 1:04:37
U.S. AI-related capital expenditure will approach $2 trillion next year.
“next year, CapEx across the US will be on the order of $2 trillion”
Open the episode · Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan NanosListen at 3:02
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
2 episodes featuring AI CapEx, newest first
