If you are interested in how tech, financial results on a macro basis, and politics affect each other, a bonus episode from the Tech Brew Ride Home podcast is right down your alley. Several pieces of information about data centers and chip lifespans that I didn’t know and I bet you don’t either.
(BNS) Could AI Spending Blow Up The Economy? With Paul Kedrosky
I spoke with the great Paul Kedrosky to discuss the significant impact of AI capital expenditure (CapEx) on the economy, exploring how it contributes to GDP growth and the implications of this spending. Qw delve into the rapid growth of AI-related investments, the short lifespan of data centers, and the potential risks associated with this economic phenomenon.


