AI services must eat 9% of GDP to justify today's capex, study finds — WSJ's Greg Ip is skeptical

asusarla · x · 2026-10-02

A study cited by WSJ columnist Greg Ip finds justifying today's AI capex requires spending 9% of GDP on AI services — as much as on food and twice as much as on energy. Ip argues the law of diminishing returns makes that implausible.

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