Is AI bigger than the railroad?

AI spending could double in 2026.

America’s big 4 hyperscalers plan to invest $600 billion this year. Discover why Nvidia, Amazon, and Google are rushing to launch space-based AI data centers.

Here’s a link for details.

Amazon, Alphabet, Meta Platforms and Microsoft are the biggest companies investing in Artificial Intelligence.

Their combined AI capital investment this year will equal 2.1% of U.S. gross domestic product.

Let me put the size of this investment in perspective. I’ll compare this level of spending with other major investments. Below is the average annual spending as a percent of GDP

* Apollo space program (1960 – 1973): 0.2%

* U.S. interstate highways (1955 – 1970): 0.4%

* U.S. railroads (1850 – 1859): 2.0%

* Louisiana Purchase (1803): 3.0%

Remember – the $600b figure is only the top four companies. It doesn’t include OpenAI, Oracle and thousands of other tech companies.

My prediction is that this is going to continue increasing rapidly.

Elon Musk has a new plan to build constellations of AI data centers in space. All of the big tech stocks are racing to copy his plan.

IMO SpaceX will be the biggest winner. That’s why I’m securing a stake before the upcoming initial public offering.

Here’s how to invest in the deal.

Ian Wyatt