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Benzinga
Benzinga
Business
Rishabh Mishra

Apollo's Torsten Slok Says AI Capex Boom Is Growing Nearly Twice as Fast as the Mid-2000s Housing Bubble

Artificial,Intelligence,Makes,The,Task,Easier.,Ai.,Artificial,Intelligence,Drives

The expansion of artificial intelligence (AI) infrastructure is accelerating at an unprecedented rate. According to a recent analysis, data-center investment growth is “building at close to twice the pace” of the mid-2000s housing boom. This breakneck speed presents a severe macroeconomic threat if AI demand falters and triggers a sudden market reversal.

Unprecedented Speed and Scale

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