The most extraordinary techno-capital acceleration has been set in motion. As AI revenue grows rapidly, many trillions of dollars will go into GPU, datacenter, and power buildout before the end of the decade. The industrial mobilization, including growing US electricity production by 10s of percent, will be intense. You see, I told you it couldn’t be
Spending on AI Is at Epic Levels. Will It Ever Pay Off?
Tech companies are pouring hundreds of billions into data centers, taking on heavy debt, but current revenue is relatively tiny. Critics warn of a new dot-com bubble.
AI Data Centers: Big Tech's Impact on Electric Bills, Water, and More via @ConsumerReports
Massive data centers are gobbling up resources across the United States. The boom has just begun—and you may be paying for it.
Inside the Dirty, Dystopian World of AI Data Centers
The race to power AI is already remaking the physical world.
AI boom means US is now ‘investing more’ in fossil-fuel power than China - Carbon Brief
The “data-centre boom” is driving a surge in gas investment in the US, pushing its fossil-power spending ahead of China, according to the IEA
AI's Trillion-Dollar Opportunity: Sequoia AI Ascent 2025 Keynote
The AI spending boom could have real consequences for the U.S. economy
As revisions to U.S. jobs numbers call into question economic growth, Big Tech is becoming an even more important part of American prosperity.
Big Tech’s A.I. Spending Is Accelerating (Again)
Despite the risk of a bubble, Google, Meta, Microsoft and Amazon plan to spend billions more on artificial intelligence than they already do.
State of AI 2026 | The Industry-Defining Report
Explore how AI is shaping the digital economy in 2026, with 80+ pages of data on ad spend, app downloads, web behavior, user demographics, and so much more.
Andrej Karpathy on Twitter / X
Sharing an interesting recent conversation on AI's impact on the economy.AI has been compared to various historical precedents: electricity, industrial revolution, etc., I think the strongest analogy is that of AI as a new computing paradigm (Software 2.0) because both are…— Andrej Karpathy (@karpathy) November 16, 2025
What’s Next in Computing?
The computing industry progresses in two mostly independent cycles: financial and product cycles. There has been a lot of handwringing…
AI Is A Money Trap
In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AI’s inevitable value, they’ve begun to sour on the idea that
Timing Is Everything in the AI Bubble
This week's tech sell-off is a symptom of a deeper problem: no one knows when - or how - big tech's $1 trillion bet on AI is going to pay off.
The UK tech energy grab: how AI data centres are delaying the building of homes
Artificial intelligence infrastructure is being handed priority access to Britain's overwhelmed electricity grid, pushing housing down the list. But as the US shows, there's an alternative: make Big Tech pay for the power it needs. Report by Nicole Kobie
The real AI economy is being built by ordinary people
Far from Silicon Valley pitch decks, workers across Asia and Africa are bypassing tech industry hype to quietly rewire their daily jobs — one prompt, workflow, and local problem at a time.
What if the $3trn AI investment boom goes wrong?
Even if the technology achieves its potential, plenty of people will lose their shirts
Is Big Tech's AI Gamble Starting to Look Riskier? - Slashdot
The Washington Post looks at giant tech companies "feeding every available dollar into the cash-incinerating maw of AI machines." They warn "Tech superstars that once had oodles of cash left over at the end of each year are now flipping into the red..." [While optimists expect] huge corporate p...
