5-21-26 The AI Economy Beyond The Hype
About this episode
Lance Roberts and Michael Lebowitz explore the complexities of the AI economy, examining its impact on infrastructure spending and GDP growth amidst underlying economic challenges.
The AI economy looks unstoppable on the surface, but what is really happening underneath? Lance Roberts and Michael Lebowitz break down the massive surge in AI infrastructure spending, the role of hyperscaler CapEx in driving GDP growth, and whether AI is creating a stronger economy or masking deeper structural weaknesses. Here's a topical rundown of today's show: 0:00 - INTRO 0:53 - NVIDIA, AI, & Streamlining Workforce 5:41 - Market Sell Signals and Chances for Summer Correction 10:10 - Weakness in Economic Data is Transitory 14:53 - Oil Price Economic Impact - When Does it Hit? 16:36 - The AI Economy -Beyond the Hype 19:52 - How Will AI-generated Productivity Work Through Economy? 22:33 - Data Center Spending Impact on GDP Growth 26:41 - GDP per Capita per US States vs Internationals 29:40 - Every Economy Has a "K" 31:07 - What AI Can Do For You 32:33 - When Dire Predictions Don't Come True 35:52 - ...this doesn't mean we can't have a recession 37:44 - Points to Ponder from Latest NVIDIA Report 38:47 - Space-X (SPCX) IPO Preview Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive…
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