AI infrastructure capital expenditure

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 26, 2026 by David George · across every show →

Everything said about AI infrastructure capital expenditure, oldest first

Jan 26, 2026 bullish
Prediction Not checkable as stated
David George: AI infrastructure spending will far exceed current projections
“These numbers are going to end up way bigger.”
David George Jan 26, 2026 ▶ 1:53 The Biggest Bottlenecks For AI: Energy & Cooling
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