POPA Recon🗽 The U.S. economy is already starting to rely quite deeply on AI.
🗽 The U.S. economy is already starting to rely quite deeply on AI. If you look at macro indicators such as manufacturing PMI, durable goods orders, industrial production, and housing construction Rather than just "the economy is good," there is a strong feeling that the boom in data center construction is boosting the overall real economy. From power, cooling, servers, semiconductors, construction, and infrastructure, AI is no longer a software theme, but a key facility investment cycle for the U.S. economy. And the Fed doesn't want to repeat the same mistake of pushing innovation to inter…
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