Big 4 AI capex hits 2.4% of GDP, twice the peak of the telecom boom 25 years ago
deedydas · x · 2026-09-26
Analyst deedy notes that the Big 4 tech companies' AI capex buildout now equals 2.4% of GDP — twice the peak of the telecom buildout a quarter century ago. He calls it the biggest infrastructure buildout in American history, eclipsing even the railroads.
Related event: Big Tech AI Capex Hits 2.4% of GDP, Twice Telecom Bubble Peak(2 posts)→
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