Gross Domestic Product (GDP)
3 articles on this topic, newest first.
AI Infrastructure May Need $10 Trillion, a Capital Bet Bigger Than the Railroads
ChatGPT looks like software, but behind it sit chip fabs, GPUs, HBM, data centers, power plants, transmission lines, cooling systems and fiber. If the US buildout really reaches $10 trillion, AI stops being a tech-stock theme and becomes a national capital-allocation problem.
A 2027 Playbook: Stop Watching the Business Cycle, Start Watching Where the Money Flows
A new Korean economics book, "The Reverse Flow of Money," argues that interest rates still act like gravity on every asset, but AI and chips are pulling in capital strong enough to defy it. For investors, the question is not the average growth rate but where that money goes, and where it eventually turns into cash flow.
Why Elon Musk's 4% Growth Call Deserves a Serious Read
Elon Musk says AI could double US GDP growth next year from roughly 2% to 4%. The number that matters isn't 4%, it's the idea that intelligence is turning from scarce labor into replicable capital.
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