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re: Trumps Economy On The Verge Of A Major Boom

Posted on 11/11/26 at 6:36 pm to
Posted by Penrod
Member since Jan 2011
59128 posts
Posted on 11/11/26 at 6:36 pm to
quote:

We assume exponential breakthroughs are coming just because of the nature of AI. But if the development stagnates, deceased revenue could follow.

Or spending will slow, revenues will continue to increase as we drift toward full adoption, and profits will soar. But that’s all a long shot. The technology is the most amazing of my 64 year lifetime. It is going to continue to rapidly improve. So much so that the challenge will be curbing the growth so that our infrastructure, including regulations, can keep up and keep it sane.
Posted by MSMHater
Houston
Member since Oct 2008
23668 posts
Posted on 11/11/26 at 6:38 pm to
quote:

So much so that the challenge will be curbing the growth so that our infrastructure, including regulations, can keep up and keep it sane.


Agreed. That, and what to do with us unemployed humans.
Posted by Penrod
Member since Jan 2011
59128 posts
Posted on 11/11/26 at 6:44 pm to
quote:

Agreed. That, and what to do with us unemployed humans.

The socialists are going to wake up one day and realize that AI and data center, along with robotics, are the key to them achieving their dreams. Can you imagine the political demand for guaranteed income and taxing the big tech companies to pay for it?
Posted by MSMHater
Houston
Member since Oct 2008
23668 posts
Posted on 11/11/26 at 6:49 pm to
I think even the most avowed capitalists might develop some anarchist tendencies if/when they are replaced and their government offers no alternatives for them. Particularly those who have never relied on it for their success/livelihood. So yea, I 100% agree with you on that point. We also have a tendency to be reactive with large seismic shifts like this, and that honestly frightens me a bit. I feel like most people agree it will happen. We need to be proactive in preparing for the crisis it will cause.
This post was edited on 11/11/26 at 6:51 pm
Posted by Tomatocantender
Boot
Member since Jun 2021
5989 posts
Posted on 11/11/26 at 6:53 pm to
quote:

my business is booming, water/wastewater....


At least you're honest that you have a biased special interest. This helps put some things in perspective that I've read on this Board in the last couple of weeks.
Posted by MightyJoeYoung
Member since Jul 2026
500 posts
Posted on 11/11/26 at 6:55 pm to
TRUST THE PLANNNNN

Posted by riccoar
Arkansas
Member since Mar 2006
5701 posts
Posted on 11/11/26 at 6:59 pm to
What a dumbass. What exactly do you think data centers contain?
They are servers, though dedicated for AI, they can be converted to do other IT tasks such as Cloud storage.
Posted by Speckhunter2012
Lake Charles
Member since Dec 2012
9199 posts
Posted on 11/11/26 at 7:07 pm to
quote:


If it makes you feel better, none of this has anything to do with Trump. This is all bigger than Trump


And the Billions of dollars in investments PDJT has secured for the US?
The largest steel mills opening, among others?

Red Tape cut from the bureaucracies in DC that takes companies years and millions to even get approval to build?

Businesses willing to expand and invest under PDJT but contract and layoff under D's who O said himself that these jobs are gone and never coming back and to Learn to Code?

Do you recall when O said PDJT must have a magic wand to bring the jobs back? They came back Bigly and will continue until the DSA policies start to be voted in.
Posted by Bigbens42
Trussvegas
Member since Nov 2013
22559 posts
Posted on 11/11/26 at 7:21 pm to
quote:

Once the AI bubbles pops we'll be in a recession.


It’s funny that the thing that may pop the AI bubble may very well be a horny tech CEO’s dick.
Posted by wackatimesthree
Member since Oct 2019
16114 posts
Posted on 11/11/26 at 7:50 pm to
quote:


Did you watch the video???? Do your own homework. Or don't and remain ignorant.


Touched a nerve, I see.

And no, I didn't watch your shitty video.
Posted by SlowFlowPro
With populists, expect populism
Member since Jan 2004
488027 posts
Posted on 11/11/26 at 8:20 pm to
quote:

I think data center production accounted for like 50% of our GDP growth


quote:

Grok disagrees:


quote:

Other analyses commonly put the AI/data-center-related contribution at 30–50%+ of growth


Posted by SlowFlowPro
With populists, expect populism
Member since Jan 2004
488027 posts
Posted on 11/11/26 at 8:22 pm to
quote:

I'm holding an unfortunately small NVDA position at a $96-$104 cb. In the $140's, I'll not make the same mistake again, w/ or w/o Huang.


I'm talking about the companies spending hundreds of billions/trillions on the build out

The ROI for all that spending is unpalatable

Posted by SlowFlowPro
With populists, expect populism
Member since Jan 2004
488027 posts
Posted on 11/11/26 at 8:26 pm to
quote:

How is that pumping the economy?

Borrowing and spending a ton of money on data centers is a lot of money circulating in our economy

quote:

It sounds like that would be pumping the stock market

That has occurred, too

quote:

The economy is signaling very strong demand for AI

We aren't really paying for it yet.

The question is how much we are willing to pay for it in the short term. Long term it will be viable, like the Internet and the broadband build out that initially bankrupted a ton of companies
Posted by SlowFlowPro
With populists, expect populism
Member since Jan 2004
488027 posts
Posted on 11/11/26 at 8:29 pm to
quote:

What a dumbass. What exactly do you think data centers contain?
They are servers, though dedicated for AI, they can be converted to do other IT tasks such as Cloud storage.

Yes and?

Broadband obviously found value in time too. That doesn't mean a ton of initial nvestors didn't lose their arse
Posted by Penrod
Member since Jan 2011
59128 posts
Posted on 11/11/26 at 8:33 pm to
quote:

Borrowing and spending a ton of money on data centers is a lot of money circulating in our economy

Businesses borrowing money to invest in their infrastructure? That thing that is ubiquitous over the centuries? Well, sure that increases economic production because the IS economic production. So if you are arguing that if we cut economic production it will reduce economic production then you are most certainly correct. The point was that there is nothing ersatz about it, which I believe was implied by the term “pumping”.

The question of “are we willing to pay for it” certainly needs answering, but the early returns are emphatically YES. The threat is less whether the customers show up and more will the dems kill it in its cradle and hand world hegemony to the Red Chinese.
Posted by SlowFlowPro
With populists, expect populism
Member since Jan 2004
488027 posts
Posted on 11/11/26 at 8:43 pm to
quote:

Well, sure that increases economic production because the IS economic production. So if you are arguing that if we cut economic production it will reduce economic production then you are most certainly correct. The point was that there is nothing ersatz about it, which I believe was implied by the term “pumping”.

If it's a bubble, it's pumping

And so much of our economic growth recently is tied up in this one sector, so a bubble in that one sector will have major impacts. We won't have much economic growth otherwise.

Our economy outside of AI isn't doing very well,.if you want to summarize the argument that way.

So if AI pops, the economy won't be doing so well.

quote:

The question of “are we willing to pay for it” certainly needs answering,

That's a long term answer but there doesn't have to be a final answer for the bubble to pop. Losing confidence in the sector and stopping the momentum and/or some of the major players scaling back a bit can pop it in the short term
Posted by AZHorn
Southern Arizona
Member since Aug 2021
1211 posts
Posted on 11/11/26 at 8:49 pm to
quote:

Our economy is being pumped by overvalued AI companies and data center construction.

Once the AI bubbles pops we'll be in a recession.

While that fat orange lard plays golf everyday and posts about trannys on truthsocial


Let's hear how the DEMs plan to fix it though? LOL! Crickets, Crickets, more taxes on the rich, Crickets, Crickets, more free handouts, Crickets, Crickets, but it's all Trumps fault! Crickets Crickets, Lets impeach someone for a distraction, Crickets crickets, better bring in more dumb illegals to get our vote count up!
This post was edited on 11/11/26 at 9:12 pm
Posted by Houag80
Member since Jul 2019
20820 posts
Posted on 11/11/26 at 8:50 pm to
You dumbshit. The bulk of these are paid for through 2031.
Posted by Enadious
formerly B5Lurker City of Central
Member since Aug 2004
18826 posts
Posted on 11/11/26 at 10:14 pm to
quote:

Once the AI bubbles pops we'll be in a recession.

So...2040?
Posted by SDVTiger
Cabo San Lucas
Member since Nov 2011
102341 posts
Posted on 11/11/26 at 10:16 pm to
VDH has been crushing the beta males on here
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