#闪迪将于9月21日纳入标普100 Musk shouts: “GDP will double!” Is AI hardware just talk or real money?
Old Ma’s big talk is loud—he says AI can take next year’s U.S. GDP from 2% to 4%. Do you believe it?
Here’s an objective take: the logic isn’t wrong, but the numbers have to be discounted. This year’s actual U.S. Q2 GDP is only 1.48%, and the IMF expects the full year to be about 2.4%—so doubling it isn’t that easy. But the “direction” he points to is correct—this year, the AI capital expenditures of Google, Amazon, and Meta combined are projected to exceed 500 billion dollars, which is real cash being poured in.
So for AI hardware, the upside isn’t in the GDP figure—it’s in orders getting placed.$SNDK $SOXL $KORU
Old Ma’s big talk is loud—he says AI can take next year’s U.S. GDP from 2% to 4%. Do you believe it?
Here’s an objective take: the logic isn’t wrong, but the numbers have to be discounted. This year’s actual U.S. Q2 GDP is only 1.48%, and the IMF expects the full year to be about 2.4%—so doubling it isn’t that easy. But the “direction” he points to is correct—this year, the AI capital expenditures of Google, Amazon, and Meta combined are projected to exceed 500 billion dollars, which is real cash being poured in.
So for AI hardware, the upside isn’t in the GDP figure—it’s in orders getting placed.$SNDK $SOXL $KORU
