andykaplan.bsky.social
5 posts
28 followers
158 following
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Thanks! Meaningful number for sure, but only starts to look like a large proportion of total investment spending when you add the value of the GPU's and networking gear.
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Do you have a sense of the scale (ie, proportion of US total investment spending in '24 that was data center related)?
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please share plenty of both in 2025!
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Hi! FYI, I couldn't find your profile when I searched by name or bsky account name. Only found it bc Jason Haven had linked to you. May have something to do with bsky's explicit content filters? Cheers, and have a great holiday!