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.

Do you have a sense of the scale (ie, proportion of US total investment spending in '24 that was data center related)?

please share plenty of both in 2025!

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!