AI data center spending

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 16, 2025 by Chamath Palihapitiya · across every show →

Everything said about AI data center spending, oldest first

Oct 16, 2025 positive
Assertion Supported
Chamath: Data center spending adds 100 to 200 basis points to US GDP
“It's definitely a hundred to 200 basis points of GDP.”
Chamath Palihapitiya Oct 16, 2025 ▶ 31:07 1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
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