Look at what's happening with US infrastructure spending—the numbers tell a wild story.
Since ChatGPT dropped in late 2022, data center investments have exploded to 3X their previous levels. Meanwhile, other construction projects? Down nearly 20% from their 2023 peak.
We're basically watching tech giants create a parallel economy. While traditional infrastructure cools off, AI infrastructure is eating up capital at an insane pace. The gap keeps widening—one sector's burning cash on compute power, the other's hitting the brakes.
This isn't just about buildings anymore. It's about where the smart money sees the future.
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Look at what's happening with US infrastructure spending—the numbers tell a wild story.
Since ChatGPT dropped in late 2022, data center investments have exploded to 3X their previous levels. Meanwhile, other construction projects? Down nearly 20% from their 2023 peak.
We're basically watching tech giants create a parallel economy. While traditional infrastructure cools off, AI infrastructure is eating up capital at an insane pace. The gap keeps widening—one sector's burning cash on compute power, the other's hitting the brakes.
This isn't just about buildings anymore. It's about where the smart money sees the future.