AI data center spending is booming. Jobs aren't. Here's why [Yahoo! Finance]
S&P Global Inc. (SPGI)
Last s&p global inc. earnings: 4/28 07:10 am
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Source: Yahoo! Finance
In any prior era, a corporate spending spree of this magnitude would have been an unambiguous jobs engine. Factories would have gone up. Hiring would have followed. This time, the money is going into a different kind of infrastructure — and the labor market is not following the capital . Here's what to know. Where the money is going The mechanics of this capex cycle are distinct from any recent predecessor. Current estimates suggest that 80% of the growth in final private domestic demand in the first half of 2025 came from AI data centers and high-tech-related spending, according to S&P Global research Strip out AI-related investment, and U.S. business spending tells a different story. Pantheon Macroeconomics found that private fixed investment "is rising only due to AI-related spending," with analyst Oliver Allen showing that all other categories are in decline, according to Fortune The composition of the spending explains the disconnect. When companies build a factory, the
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