$5.5T in AI capex by 2030 isn’t a “tech sector” number. It’s starting to look like railroads / the grid.

JPMorgan recently put global AI-related capex at about $5.5 trillion through 2030. Goldman’s number for just Meta, Microsoft, Amazon, and Alphabet is already $5.3T over a similar window. Either way, that’s not software-cycle money. At that scale it stops looking like another SaaS wave and starts looking like the old buildouts: railroads, the electrical grid, autos, then the internet. A new technology shows up first. Then the physical world has to get bigger to carry it. Power plants, data center

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