Will Data Centers Crash the Economy?
Piet van den Boer on LinkedIn: The real reason retailers are replacing staff with AIbots is not because…
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Here are some basic numbers to get things started:
• US 2025 GDP: $25 trillion (Source: Consensus forecasts and extrapolations from BEA data)
• Nvidia sales to datacenters (Q1 FY2026): **$39.1B (**Annualized: $156.4B)
• % of Nvidia datacenter sales that is AI related: ~99% (Primarily H100/GH200 sales to hyperscalers and enterprises)
• Nvidia share of
Paul Kedrosky • Honey, AI Capex Is Eating the Economy
Why? The sectors in red are heavily regulated and controlled and bottlenecked by the government and by those industries themselves. Those industries are monopolies, oligopolies, and cartels, with extensive formal government regulation as well as regulatory capture, price fixing, Soviet style price setting , occupational licensing,
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