Top Tweets for #aibuildout

“Virtually nothing matters more to markets at present than the AI buildout. It’s such a sudden and massive stimulus for the US that it has shifted macroeconomic data. Columbia Business School’s Stijn Van Nieuwerburgh argues that without it, the US would be in recession. He estimates AI infrastructure investment at roughly 2.8% of GDP — larger than the railroad boom — and it’s projected to keep rising” https://t.co/SpVRxYLYo7