$930 billion spent on AI data centers in 6 years 😳
More than the entire US Interstate Highway System, which took 37 years
▫️ Manhattan Project: $36B, 5 years
▫️ Apollo Program: $257B, 14 years
▫️ Interstate Highway System: $620B, 37 years
▫️ AI data centers: $930B, 6 years and still accelerating
Every great infrastructure bet in history looks modest next to what's happening right now
Rational allocation or the biggest capex bubble ever?