Saturday, August 23, 2025

AI Spending Over Next Three Years -- Projections -- From Beth -- August 23, 2025

Locator: 48941AI.

Link here.

I would assume this is mostly CAPEX, and not maintenance or operating costs. 

Where will most of that CAPEX go?

  • blades
  • wiring
  • cooling

920 + 484 = that's $1.5 trillion in one calendar / fiscal year.  For one "sub-sector" of a much larger sector. 

What percent of that will be "American"?