leadership1 distinct publisher
AI capex outgrew the consumer. Your demand forecast is now an AI bet.
AI-related capital spending added 1.1 points to US GDP growth in the first half of 2025, more than the consumer. That puts a handful of build plans inside every operator's baseline.
Publishers:forbes.com
Reality
- Evidence42
- Adoption52
- Hype gap+12
- Incentives38
- Confidence46