Kobeissi 30d data-center capex record
Source
Kobeissi 30d data-center capex record
· @KobeissiLetter
Source
AI-power / data-center capex data point (perspective ai-power-bottleneck):
- (06-03) US data-center construction spending jumped +28% YoY to a record annualized $50.7B — now outpacing federal spending on transportation ($49.9B). First time data-center build has crossed public-transportation infrastructure spend.
Takeaway
From a 30-day @KobeissiLetter pull. Status: social-source claim — verify against Census construction-spending release before artifact use.
Why it matters: a clean macro confirmation of the watts-per-rack / buildout thesis — the physical-construction layer (not just chip capex) is now at infrastructure-program scale, which underwrites grid/power-delivery demand (pairs with ai-power-delivery). Demand-side ratification for the whole AI-power complex.
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