AI Capex Now Exceeds the Railroad Boom's GDP Share, Yet Demand Lags
FinanceYF5 · x · 2026-10-02
AI infrastructure spending as a share of GDP has just surpassed the historic railroad boom, yet demand-side penetration is only beginning: just 30% of S&P 500 companies have quantified AI's impact. Tech, argues this a16z thread, is becoming the "everything cycle" of this era.
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