Remarkable chart.
Spending on computer equipment just made its largest contribution to GDP on record in the most recent quarter.
Unlike the steady buildup we saw in the 1990s, this time we’re seeing a sharp, sudden surge.
I don't think the world is prepared for the surge in… pic.twitter.com/oe8pzP6CuB
— Otavio (Tavi) Costa (@TaviCosta) May 31, 2025