I’m paying for a search engine “kagi” just because Google search results have more advertising than time square. It kind of sucks since we got used to search for free but at least I can get relevant results rather than advertising when I search.

I have been trying to make sense of all AI Capex announcements for a while and I don’t get it. So please help me out if you know the answer.

US Investment in 2024 ~$400b, 2025 ~$500b, 2026 ~600. Global investment 2026 1.5~$2.2t. Let’s say $2t US Investment by end of 2026. Investment will continue into the future but let’s assume that is not the case. Also that GPU will be obsolete in 5y. So, they have 60m to recoup $2t +ROI ~10%. So about $40b a month, US has a labor force of 170m. Thus, AI industry needs the equivalent of ~$240 per month per each employee. I don’t see myself or my employer paying this for AI any time soon.