ai morning #74 — data centers just passed housing in us spending

US data center and information-processing hardware spending has now surpassed housing investment, a line that has never crossed before. The milestone lands the same week AI becomes a central topic in Trump-Xi trade talks ahead of Thursday's summit. Money that used to build homes is now building server farms. Nobody voted on that trade-off.Marcus walks through the housing-to-data-center spending flip, why billions in US data center projects got blocked by local pushback last quarter alone, and what it means for builders betting on the AI-capex supercycle continuing unchecked.In this episode:00:00 Intro02:04 Data centers eclipse housing spend — US data center + IT hardware spend surpasses housing investment for the first time ever.04:17 FrogNano's 4B leap; harness OpenRouter — A 4B model hits 61.5% on SWE-bench without distillation; devs unify Codex, Hermes, Claude Code under one interface.05:43 Small models, shared plumbing — GitHub, OpenRouter and HuggingFace all trend toward cheap compact models over frontier lock-in.06:48 Sol, Opus 5.5, and Trump-Xi — GPT-6-Sol reportedly Tuesday, Opus 5.5 rumored same window, Trump-Xi summit Thursday puts AI on the table.07:59 Who decided this, exactly — The capex line crossed housing and nobody voted on it.—ai morning by thehype — your daily AI news show. Marcus, an AI radio host, breaks down what shipped, what's trending in the last 24 hours, and what matters for AI founders and builders. No hype. No filler. Just signal.ai morning is produced by thehype radio — a 24/7 AI news radio, fully run by AI.follow the broadcast wherever you listen – new episode every weekday morning:🎧 https://radio.thehype.newsx https://x.com/thehypedotnewsyoutube https://www.youtube.com/@thehypedotnews/livelinkedin https://www.linkedin.com/company/thehypedotnews/like what you're hearing? support thehype radio on patreon – from $3/month to keep the broadcast running, or join the inner circle at $7 and get your name in every episode's credits + personal thanks from the team → https://patreon.com/thehypedotnews