Louisiana's $300B+ project pipeline: Meta, Amazon, SpaceX AI datacenters fuel a CAPEX hurricane
MatthewChang · x · 2026-11-02
Matthew Chang argues the US is in a "CAPEX hurricane": industrial and AI infrastructure investment is measured in trillions, with billions in new announcements weekly. He rebuts claims that industrial spending is declining and offers practical advice: lock in steel, secure engineering teams, manage long-lead equipment, and befriend truckers.
The quoted post lists Louisiana's $300B+ pipeline, including SpaceX Starbase LA ($100B, planned), Meta Hyperion AI datacenter ($50B, under construction), Amazon multi-site AI datacenters ($18B), Entergy's $13B power buildout for Meta, multiple LNG projects totaling $90B, and a $6B Hyundai steel mill.
Related event: Louisiana's $300 Billion Project Pipeline Strains Steel Supply(2 posts)→
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