US Data Center and Info-Processing Hardware Spending Now Exceeds Housing Investment
rohanpaul_ai · x · 2026-09-21
Rohan Paul flags a key economic milestone for the US: spending on data centers and information-processing hardware has surpassed housing investment. The crossover underscores how the AI compute buildout is reshaping capital allocation, with infrastructure investment now outpacing a sector that has long dominated the economy.
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