🟣 EV Daily: AI's GDP boost; Meta's bet; Schmidt’s shift; EU power play
🟣 EV Daily: AI's GDP boost; Meta's bet; Schmidt’s shift; EU power playFive things to know today + data of the week.Today’s edition is brought to you by Retool Agents. Build AI that works for your business. Because AI should do more than talk. It should work. 💾 Lead story: AI’s GDP boostExante Data estimates that AI investment is already contributing around 0.7% to US GDP, extrapolated from Nvidia’s data center revenues. That spending wave has pushed AI-related infrastructure investment to 20% of the railroad boom’s peak in the 1880s, already surpassing the dot-com telecom frenzy. But unlike railroads, Paul Kedrosky notes, these data centers are short-lived — riding steep depreciation curves and demanding constant reinvestment. We’re spending historic sums to build disposable infrastructure. The economy is making a massive bet: AI will boost productivity, or else… [Jens Nordvig, Paul Kedrosky] Key signals, quick scanA 30-second scan of four secondary signals that hint at where the curve is bending.
Data of the weekFive data points that show how the world is changing.
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