railroads
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 16, 2025 by Vijay Rajendran · across every show →
Everything said about railroads, oldest first
Dec 16, 2025 bullish
Rajendran: $400B annual AI CapEx is largest buildout since 19th-century railroads
“When I think about the scale of the CapEx right now, which is Probably about four hundred billion a year, according to I think an estimate from Bain. We're at no, no question at like the biggest investment in, in fixed capital that we've seen since the buildin…”