Post by Barclays Investment Bank

AI spending is accelerating, but how far can it really go? Thomas O'Malley makes the case for a $1 trillion AI capex peak in 2028, driven by lab demand, agentic AI adoption and recursive self-improvement. Brad Rogoff isn't convinced power grids, permits and labor will scale fast enough to get there. 🎙️ http://ms.spr.ly/6046v84Cw