AI boom: US data center & computer spending now 50% larger than home construction
HaydnBelfield · x · 2026-10-30
GDP data released this morning shows AI-related investment surging: spending on data centers & computers is now America's single largest investment category — 50% larger than single-family home construction, 3x factories, and 6x apartments. AI researcher Haydn Belfield calls it "hell of a boom."
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