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>data-center related spending...probably accounted for half of GDP growth in the first half of the year. Which is absolutely bananas.

What? If that figure is true then "absolutely bananas" is the understatement of the century and "batshit insane" would be a better descriptor (though still an understatement).



This has been reported many places over the past year the percent seems to be all over the place though.

Yesterday “As much as 1/3rd”: https://www.reuters.com/markets/europe/if-ai-is-bubble-econo...

A week ago “More than consumer spending(but the reality is complex)”:https://fortune.com/2025/09/17/how-much-gdp-artificial-intel...

August “1.3% of 3% however it might be tariff stockpiling”: https://www.barrons.com/articles/ai-spending-economy-microso...




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