From a few weeks ago, see "Honey, AI Capex is Eating the Economy" / "AI capex is so big that it's affecting economic statistics" (365 points by throw0101c 18 days ago | hide | past | favorite | 355 comments):

* https://paulkedrosky.com/honey-ai-capex-ate-the-economy/

* https://news.ycombinator.com/item?id=44609130