AI & Tech
Aiden Gerb says US growth is narrow, driven by AI capex
Forward Guidance
America’s AI Boom Is Squeezing Main Street | Weekly Roundup
What was said
"So you have this economy that's so heavily tilted towards AI, data center and capex. Meanwhile, housing has been like absolutely destroyed, right?"
Aiden Gerb argues recent US growth and job creation are unusually concentrated in AI-related capital spending, including data-centre construction. He says rate-sensitive sectors such as housing have weakened sharply as mortgage rates rose.
Verification status
Attributed speaker claim
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Source and context
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- Speaker
- Aiden Gerb · guest
- Programme
- Forward Guidance
- Episode
- America’s AI Boom Is Squeezing Main Street | Weekly Roundup
- Clip time
- 12:29
- Original source
- Watch the source segment →
From this episode
Forward Guidance