Big Tech AI Capex Hits 2.4% of GDP, Twice Telecom Bubble Peak

Analyst deedydas notes that the AI capital expenditure of the four biggest US tech firms has reached 2.4% of GDP, twice the peak of the telecom bubble 25 years ago, making it the largest infrastructure buildout in US history.

2026-09-26 ~ 2026-09-27 · 2 related posts

• Big 4 AI capex hits 2.4% of GDP, twice the peak of the telecom boom 25 years ago — deedydas · 2026-09-26
• Big 4 AI capex hits 2.4% of GDP, double the telecom bubble peak — but still below railroads — rickasaurus · 2026-09-27