What podcasts say about AI CapEx
Every statement, with the speaker, the exact quote and the moment it was said.
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
Hyperscale AI capital expenditure will grow from $800 billion to $1.2–1.4 trillion.
“This is a massive AI CapEx bubble. You're talking $800 billion in hyperscale CapEx next year, growing to $1.2, $1.3, $1.4 trillion next year.”
Open the episode · Bitcoin & Stocks Are Going Higher (The Money Printer Is Coming) | Darius DaleListen at 16:36
Hyperscale AI capital expenditure will grow from $800 billion to roughly $1.2–$1.4 trillion.
“You're talking $800 billion in hyperscale CapEx next year, growing to $1.2, $1.3, $1.4 trillion next year”
Open the episode · Bitcoin & Stocks Are Going Higher (The Money Printer Is Coming) | Darius DaleListen at 16:38
Hyperscale AI capital expenditure will strongly support earnings.
“that creates a powerful tailwind for earnings”
Open the episode · Bitcoin & Stocks Are Going Higher (The Money Printer Is Coming) | Darius DaleListen at 16:46
The US AI capital-expenditure boom is making IT costs inflationary.
“There's a huge artificial intelligence CapEx boom in the US. And that means that IT costs, which normally fall over time, have turned enormously inflationary.”
Open the episode · Riding the rebound in CSL, Cochlear and finding the next opportunityListen at 2:47
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.