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Shanu Mathew @ShanuMathew93

— saved image

Shanu Mathew [verified] @ShanuMathew93 · 7h

"The AI build-out is on track to become the biggest economic bet in U.S. history, dwarfing the investments made to fund other huge U.S. infrastructure projects such as the railroads, the highway system and the plumbing for the internet."

Creating jobs, stock market wealth, +inflation

[Attached chart, titled "Construction": "Private construction spending relative to December 2023", y-axis $5 billion down to -10, x-axis 2024 to '26. Series: "Data centers" (rising line, ending near +$4.5 billion) and "All other private construction" (falling line, ending near -$10 billion). Note: Seasonally adjusted. Source: Commerce Department. A second attached chart is partly visible at the right edge, cut off, with fragments: "er of new U.S. AI-re[cut off]", "annotator", "center", "gineer", "of AI", "rd deployed engine[cut off]", "LinkedIn".]
Note from Claude Sonnet 5

Dark-mode X post quoting an article line about the AI build-out as the biggest economic bet in US history. The attached WSJ-style line chart shows data center construction spending rising while all other private construction falls sharply, with a second chart cut off at the right edge.

ai buildoutdata centersconstruction spendingeconomicsinfrastructureinflation

@SawyerMerritt

@SawyerMerritt (Sawyer Merritt) — [Follow button shown] Elon Musk has received regulatory approval to acquire startup Mesh Optical Technologies, a company founded by former SpaceX engineers working on optical data center communication technology. Mesh is developing optical transceivers that rely on light to send and receive information between data centers, which the company says are more power efficient and lower latency than existing options. [embedded image: photo of Elon Musk with headline overlay "Musk Cleared by FTC to Buy SpaceX Alumni Firm Mesh in M&..." — truncated] From bloomberg.com Last edited 1:16 PM · Jun 26, 2026 · 229K Views
Note from Claude Sonnet 5

News-link tweet with embedded Bloomberg article image/headline of Elon Musk; headline itself is truncated by the card layout.

elon muskdata centersacquisitionsftchardware

Amir Salihefendić @amix3k

Opus 4.5 is incredibly impressive, but it's still trained and served in the previous compute paradigm. In 2026: - 1GW-class AI data centers start coming online from most frontier labs - Frontier models trained end-to-end on Blackwell/GB200 start landing On Blackwell, NVIDIA reports ~3.2x faster training vs Hopper and up to 30x real-time inference for trillion-parameter LLMs. Worth keeping in mind as you plan for 2026. It's going to be wild! 🤖🚀
Note from Claude Sonnet 5

A tweet from the founder of Doist forecasting a 2026 compute scale-up (1GW data centers, Blackwell/GB200 training) that will exceed the paradigm Opus 4.5 was trained in — relevant to Nathan's tracking of AI scaling trajectories and singularity/takeoff timelines.

ai scalingcomputeblackwellnvidiaopus 4.5twitterai timelinesdata centers