The AI infrastructure build-out is so gigantic that in the past 6 months, it contributed more to the growth of the U.S. economy than /all of consumer spending/

The AI infrastructure build-out is so gigantic that in the past 6 months, it contributed more to the growth of the U.S. economy than /all of consumer spending/

The 'magnificent 7' spent more than $100 billion on data centers and the like in the past three months *alone*

1/🧵 pic.twitter.com/sHMK1zI0sP

— Christopher Mims 🤌 (@mims) August 1, 2025