AI capex chases adoption, not leads it
YvesMulkers · x · 2026-08-28
ChatGPT weekly active users grew from 100M in late 2022 to 700M by early 2024, while AI capex more than tripled in the same period and is forecast to exceed $650B by 2026. The argument is that compute investment is currently chasing the adoption curve rather than leading it.
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