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Anthropic's Sholto Douglas says AI capex could rise from $1 trillion this year to $4 trillion in 2028 and begin doubling humanity’s GDP by the early 2030s “Over the course of the last four or five years, we’ve been 2x-ing or 3x-ing the amount of compute capacity devoted to AI every year." "And so I think that’s roughly, together, the hyperscalers are spending about a trillion dollars this year on capex related to AI. A very interesting question will be, will that trend line hold, and so will it go to $2 trillion next year and then $4 trillion in 2028?" "And if that trend line broadly holds, and you can expand that to encompass the broader robotics industry, then that means that in the early 2030s, you start to get to the point where you’re actually effectively doubling the GDP of humanity, which, again, is a little bit of a ridiculous concept, but requires a lot of things to go right.”