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AI CapEx

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 19, 2026 by Scott Kleinman · across every show →

Everything said about AI CapEx, oldest first

Jan 19, 2026 neutral
Assertion Partly supported
Kleinman: AI CapEx represents at least 2% of GDP growth
“That's representing at least a couple percent of GDP growth right now. That's driving massive investment in infrastructure and chip manufacturing and energy and all of these things.”
Scott Kleinman Jan 19, 2026 ▶ 1:00:11 Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481)
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