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AI-driven capex delivers only marginal growth for real economy, Bob Elliott notes
Bob Elliott, co-founder / CIO at Unlimited, observes that while hyperscalers have enjoyed strong earnings, AI-related capital expenditures are so far resulting in only marginal growth for real economy sectors such as advertising.
He suggests that the anticipated benefits of AI investment on broader economic activities have yet to fully materialize.
Elliott has previously commented on shifts in energy markets. He noted that increased U.S. crude exports have relied on inventory drawdowns rather than higher output. Elliott also highlighted surging prices for diesel, jet fuel, and gasoline during a recent global supply shock. These observations focus on tangible movements in commodities and inventories.
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