"THE AI CAPEX BOOM IS REAL—AND NOBODY CAN PICK THE WINNERS 'IT WENT FROM $300B LAST YEAR TO $700B THIS YEAR, MAYBE $1T NEXT YEAR. THAT'S 1% INCREASE TO GDP EACH YEAR.' JAMIE DIMON ON WHY THE HYPERSCAL

Jamie Dimon cites AI capex rising from $300B to $700B, potentially $1T, adding 1% to GDP yearly.