GDP growth

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 10, 2025 by Dave Morin · across every show →

Everything said about GDP growth, oldest first

Oct 10, 2025 neutral
Assertion Supported
Dave Morin: Data center spending accounted for half of 2025 US GDP growth
“Like in the first half of this year, Data center related spending. Which, like you said, they're like these giant buildings full of GPUs accounted for half of GDP growth in twenty-twenty-five.”
Dave Morin Oct 10, 2025 ▶ 24:39 Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame · More or Less Podcast
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