Domain: tiger-web1.srvr.media3.us Pretty Wild: 40% of US GDP Growth this year is from AI | Money Talk
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Pretty Wild: 40% of US GDP Growth this year is from AI

Posted on 10/6/25 at 4:13 pm
Posted by BillysIsland
Member since Aug 2025
1308 posts
Posted on 10/6/25 at 4:13 pm


Seems like a big bet by everyone. Maybe so big that it won't be allowed to fail?

May be a better political talk thread but those people scare me
Posted by MikeyFL
Member since Sep 2010
10285 posts
Posted on 10/6/25 at 4:22 pm to
The level of investment in data centers is wild to me. Processing power should keep improving, making every past generation obsolete.

At the same time, the goal of Generative AI should be to use less power each year so we aren't wasting massive amounts of electricity and water. I'm very concerned we're in a massive bubble.
Posted by cgrand
HAMMOND
Member since Oct 2009
48216 posts
Posted on 10/6/25 at 4:39 pm to
quote:

At the same time, the goal of Generative AI should be to use less power each year so we aren't wasting massive amounts of electricity and water.
not to be wackjob but it does occur to me that because the current AI backbone does require so much power and water, it will not take long for that same AI to discover that the biggest users of those two finite resources are us LOL. Someone should make a movie about that
This post was edited on 10/6/25 at 4:40 pm
Posted by IT_Dawg
Georgia
Member since Oct 2012
26585 posts
Posted on 10/6/25 at 4:47 pm to
quote:

Processing power should keep improving, making every past generation obsolete.

Uhm, not exactly how that works….

quote:

use less power each year so we aren't wasting massive amounts of electricity and water.

More processing power increases density of power in the datacenter requiring even more power and cooling…..
quote:

I'm very concerned we're in a massive bubble.

What “bubble?” What are you concerned about that leads YOU to believe this is a bubble….not what some analyst or media tells you?

Posted by BillysIsland
Member since Aug 2025
1308 posts
Posted on 10/6/25 at 4:55 pm to
I don't think it's a bubble but I read something that we would be in a recession without the AI market. I think it may be a product of bad timing where the AI stuff is covering up significant flaws with the broader economy.

So if AI draws back even a little it could trigger a bigger domino fault and no real fault of the AI industry
Posted by barry
Location, Location, Location
Member since Aug 2006
51382 posts
Posted on 10/6/25 at 5:02 pm to
quote:


The level of investment in data centers is wild to me. Processing power should keep improving, making every past generation obsolete.


Some will lose a shite ton of money, some will make a shite ton of money.

It's the price to play the game, they have to decide if they want to play or not.
Posted by cgrand
HAMMOND
Member since Oct 2009
48216 posts
Posted on 10/6/25 at 5:05 pm to
quote:

I think it may be a product of bad timing where the AI stuff is covering up significant flaws with the broader economy.
well yes that’s the point of the article…if accurate that 80% of GDP is AI, and that obviously correlates to the bear market, then the remaining 20% is lagging. Think of it as market penetration. Were it not for an insane stock market rally (we are at all time highs) bad news and troubling trends would dominate and there’s a lot of both.
Posted by BillysIsland
Member since Aug 2025
1308 posts
Posted on 10/6/25 at 5:13 pm to
Right so it may not be a bubble in the sense of dot com, but it may be causing an overall economic bubble

And since it is basically our entire economy right now, would the powers that be let it pop or even deflate at this point?

I would assume you want to let it ride until other sectors can turn it around. But I am out over my skis here so just spit balling.
Posted by el Gaucho
He/They
Member since Dec 2010
58891 posts
Posted on 10/6/25 at 5:26 pm to
Two economists are walking through the woods and one of them looks down and says “hey I think that’s a pile of bear shite”

The other economist looks at it and says , “tell you what, I’ll give you 100 bucks if you touch it.”

The other economist thinks it’s a good deal and sticks his hand in it and comes up and gets his 100 bucks then looks at the bill and says to the other economist, “I’ll give you 100 bucks if you touch that pile of bear shite.”

The second economist touches the pile and gets the $100 handed back to him, thinks a minute and says, “you know what? We’re both stuck here in the woods with bear shite on our hands and neither of us is any richer.”

The first economist smiles and says, “I know but we’ve increased the gdp of this forest 200%!”
Posted by BillysIsland
Member since Aug 2025
1308 posts
Posted on 10/6/25 at 5:31 pm to
Yes

China's GDP has been stagnant for a long time and yet they seem to be doing just fine
Posted by el Gaucho
He/They
Member since Dec 2010
58891 posts
Posted on 10/6/25 at 5:53 pm to
GDP is fake


Feel like steak and beer is cheap in China no income tax obviously fireworks are legal there the chicks aren’t fat etc

I bet nobody is on depression pills over there

The fake news wouldn’t be telling us China is so bad if it was bad
Posted by RollTide4Ever
Nashville
Member since Nov 2006
20017 posts
Posted on 10/6/25 at 6:08 pm to
Reminder that vast amount of internet infrastructure was installed in late 1990s that wasn't needed. It's a bubble baby....
Posted by wutangfinancial
Treasure Valley
Member since Sep 2015
11955 posts
Posted on 10/6/25 at 7:14 pm to
quote:

And since it is basically our entire economy right now, would the powers that be let it pop or even deflate at this point?


It’s not even remotely close to being our entire economy
Posted by el Gaucho
He/They
Member since Dec 2010
58891 posts
Posted on 10/6/25 at 7:24 pm to
America doesn’t have an economy everyone just middlemans chinese crap onto each other
Posted by jefforize
Member since Feb 2008
45847 posts
Posted on 10/6/25 at 7:32 pm to
Hey now, don’t sell America short, we middleman chat gpt wrappers too.


Which are just NVDA wrappers

Which are just TSM wrappers….


…shite
Posted by Warfox
B.R. Native (now in MA)
Member since Apr 2017
3818 posts
Posted on 10/7/25 at 4:41 pm to
The race is to a future-predictive capable AI - that much is clear.

It’s terrifying to think about.
Posted by cgrand
HAMMOND
Member since Oct 2009
48216 posts
Posted on 10/7/25 at 5:41 pm to
quote:

The race is to a future-predictive capable AI - that much is clear
there are already AI powered investment- predicting models they are all over now. Complete with charts. And a tiny disclaimer down at the bottom that it's AI content. Next will be that kind of content embedded in the AI search result content at the top of google and people won't read any further. Search any $TICKER and get a full suite of AI analysis.

Let those bots interact with people and track engagements of their content with subsequent online investment activity, and you've got an oracle. They dont have to predict the future just predict human behavior
Posted by Ace Midnight
Between sanity and madness
Member since Dec 2006
95305 posts
Posted on 10/8/25 at 7:15 am to
quote:

it will not take long for that same AI to discover that the biggest users of those two finite resources are us LOL.


The big gamble here is that "Superintelligence" is the breakthrough needed to get to fusion (nearly infinite, impossibly cheap energy). With that, power is solved, virtually overnight, and with effectively unlimited power, you can also just make water out of thin air.

Also, presumably efficiency improvements will come rapidly, should such a milestone be reached.
Posted by ScottFowler
NE Ohio
Member since Sep 2012
4667 posts
Posted on 10/8/25 at 9:37 am to
quote:

The big gamble here is that "Superintelligence" is the breakthrough needed to get to fusion (nearly infinite, impossibly cheap energy). With that, power is solved, virtually overnight, and with effectively unlimited power, you can also just make water out of thin air.

Also, presumably efficiency improvements will come rapidly, should such a milestone be reached.


When mankind split the atom, mankind developed nuclear weapons.
No putting that genie back in the bottle when the next breakthrough hits physics...
Posted by Scruffy
Kansas City
Member since Jul 2011
77000 posts
Posted on 10/8/25 at 9:42 am to
I know I don’t post on this board much, if ever, and not sure if this has been discussed, but how does the current market supported by these companies (~30-40% S&P 500) correlate with the Nifty 50 of the ‘72-76 crash?

This may be a comment for a different thread.
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