Global Data Pod cover image

Global Data Pod Research Rap: The growth effects of AI capex

Global Data Pod

00:00

Tech vs. Non-Tech Equipment Investment Dynamics

Nora asks about equipment outside computers; Abiel shows computers are surging while other equipment remains muted and investment-to-GDP isn't elevated.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app