How much is TOO much? That’s the question investors are increasingly asking when it comes to Artificial Intelligence (AI) spending. And this week’s MoneyShow Chart of the Day might really make you stop and think!
It shows the data center boom, as measured in gigawatts (per the Wall Street Journal). Specifically, it shows how many GW of capacity has already been built...is currently being built...is in the planning stages to be built...or might eventually be built, if various project headwinds can be overcome.
Source: Wall Street Journal
As you can see, it’s absolutely incredible. We’re talking about more than 80 GW in 2025, compared with single digits just a few years ago.
If you add up ALL AI infrastructure spending globally – then project it out through 2030 – you get a number around $5 TRILLION, per JPMorgan Fundamental Research. There are roughly 8.2 billion people in the world, so that’s enough to give each of them around $610.
Investors have gotten rich playing the AI boom. Many AI stocks have spun off enormous gains, including those highlighted by MoneyShow speakers.
The question being asked now, though, is “How much is too much?” You have to decide as an investor what kind of answer this chart provides. Will the “bars” of capacity keep growing for a few more years...or is a turning point coming?
