PodParley PodParley
PodParley
Global Data Pod Research Rap: The growth effects of AI capex episode artwork

EPISODE · Sep 23, 2025 · 27 MIN

Global Data Pod Research Rap: The growth effects of AI capex

from Global Data Pod · host J.P. Morgan Global Research

Abiel Reinhart joins Nora Szentivanyi to discuss the recent surge in tech-related business investment, its impact on US growth, and what it might mean for productivity gains. Tech investment accounted for about a third of US GDP growth––and much of the expansion in domestic final sales––in 1H25. While hyperscaler capex levels are expected to stay high in coming years, current growth rates are unlikely to be sustained, implying a smaller GDP contribution in 2026. We also discuss potential mismeasurement of tech investment in the GDP accounts.  This podcast was recorded on September 23, 2025.  This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.  

What this episode covers

Abiel Reinhart joins Nora Szentivanyi to discuss the recent surge in tech-related business investment, its impact on US growth, and what it might mean for productivity gains. Tech investment accounted for about a third of US GDP growth––and much of the expansion in domestic final sales––in 1H25. While hyperscaler capex levels are expected to stay high in coming years, current growth rates are unlikely to be sustained, implying a smaller GDP contribution in 2026. We also discuss potential mismeasurement of tech investment in the GDP accounts.  This podcast was recorded on September 23, 2025.  This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.

NOW PLAYING

Global Data Pod Research Rap: The growth effects of AI capex

0:00 27:20

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

Breaking News Show | eTurboNews Juergen Thomas Steinmetz News is relevant to the global travel and tourism industry, human rights and global issues.Breaking news when it happens and only from the source. NEWMORROW SESSIONS - A PodCast Series on the Future of Hospitality Mario C. Bauer, Florian Schneider, Axel Weber & Dr. Tillman Bardt The Newmorrow PodCast is more than a podcast — it's a platform for open dialog on the future of our business, a platform for those building what doesn’t exist yet. Here, we share and embrace our passion for the hospitality industry, but we won’t romanticize the journey. We ask the tough questions, confront uncomfortable truths, and prepare for a future that resists easy answers. We believe that the tougher and wilder times become, the more openly, honestly and humanely people need to talk to each other and act together. We believe, openness, togetherness, and truthfulness should also be cornerstones of a professional community to develop our utopian idea of „open source“. This is a space where visionaries don’t just imagine the future — they wrestle with the paradoxes that shape it: success vs. happiness, data vs. instinct, stability vs. reinvention. Join leaders, entrepreneurs, and thinkers as they share not what made them — but what’s actively shaping them, now and next. So tune in Gooday Gaming Guests FFF Gaming Emporium These are my Daily Messages in a Bottle sent over the internet Ocean for anyone to find. Listen to a Quick 20-minute Journey into my Life's Passions Work a Few Times a Day. I am 57. I Grew Up on All Gaming and Computing. I am a Seller of Gaming Parts on eBay and Etsy. In the past 8 years, I have learned about every system ever made. I am also an Enthusiast, Collector and Hobbyist of all Vintage Computing from the Very Beginning. In the last Few Years, I have been sharing my knowledge with others on YouTube, TikTok and Now this Pod Cast.See where all the Magic Happens:FFF Gaming Emporium | eBay Storeshttps://www.youtube.com/channel/UCDrdCmDQ52AsCWTWAhE7JEQ/<a target="_blank" rel="noopener noreferrer nofollow" href="https://www The Health Odyssey: Navigating Tomorrow's Medicine Podcast Welcome to 'The Health Odyssey: Navigating Tomorrow's Medicine,' where we embark on an adventurous journey through the ever-evolving world of healthcare. Each episode is like a treasure map, guiding you through the rich tapestry of ancient healing arts mixed with futuristic tech wizardry. We’ll chat about the wild west of health data privacy, the corporate giants reshaping our care, and the mind-bending potential of psychedelics for mental wellness. Think of us as your trusty sidekicks, unraveling the mysteries of modern medicine while keeping it real and relatable. Let’s dive into the stories, the science, and the soul of healthcare, paving the way for a healthier tomorrow.

Frequently Asked Questions

How long is this episode of Global Data Pod?

This episode is 27 minutes long.

When was this Global Data Pod episode published?

This episode was published on September 23, 2025.

What is this episode about?

Abiel Reinhart joins Nora Szentivanyi to discuss the recent surge in tech-related business investment, its impact on US growth, and what it might mean for productivity gains. Tech investment accounted for about a third of US GDP growth––and much of...

Can I download this Global Data Pod episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!