invest1 distinct publisher
Warsh makes the second derivative of AI capex the Fed's tripwire
Kevin Warsh says more than half of a 9% four-quarter rise in business capex is AI buildout. If AI spending merely stops rising rather than falls, the growth rate he now says he is monitoring is cut in half.
Publishers:decrypt.co
Reality
- Evidence46
- Adoption62
- Hype gap+14
- Incentives58