:*[https://davidstockman.substack.com/p/dot-com-redux-and-the-coming-defenestration Dot-Com Redux: The AI frenzy has gotten so out of kilter that 76% of the gain in real GDP was accounted for by feverishly surging investments in AI-oriented GPUs, network gear, server farms and data centers.] | :*[https://davidstockman.substack.com/p/dot-com-redux-and-the-coming-defenestration Dot-Com Redux: The AI frenzy has gotten so out of kilter that 76% of the gain in real GDP was accounted for by feverishly surging investments in AI-oriented GPUs, network gear, server farms and data centers.] |