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ai morning #74 — data centers just passed housing in us spending
US data center and information-processing hardware spending has now surpassed housing investment, a line that has never crossed before. The milestone lands the same week AI becomes a central topic in Trump-Xi trade talks ahead of Thursday's summit. Money that used to build homes is now building server farms. Nobody voted on that trade-off.
Marcus walks through the housing-to-data-center spending flip, why billions in US data center projects got blocked by local pushback last quarter alone, and what it means for builders betting on the AI-capex supercycle continuing unchecked.
In this episode…
The skinny
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