Jason predicts that AI infrastructure CapEx growth will decelerate significantly over the next 3-4 years after explosive growth to $700 billion annually.
“I think that what's happened there, it's interesting. Because again, it it boils back to the same big question. I mean, Nvidia got this massive step up over the last, you know, three years. Yeah. The the chat GPT step up to plus or minus $200 a share. And if you look at their projections for the next two or three years, they're basically saying, yeah, CapEx, which exploded from, you know, $100,150,000,000,000 to 700,000,000,000 growing much more slowly over the next three to four years.”
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Our resolution criterion
disputableGlobal AI infrastructure CapEx growth rates in 2026-2029 show deceleration compared to 2023-2025 growth rates; measurable through industry reports and company guidance.
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