> roughly 90% of GDP growth in the first half of 2025 came from spending on data centres and related capital investments

yes, and people are still attributing GDP growth to AI-driven productivity growth, when in reality it's just capex growth.

Speak for yourself economist.

https://github.com/DecapodLabs/decapod

Interesting how they talk about all of these estimates or research done by other people, yet don't link to them.