Comment by mNovak
1 day ago
The article is implying throughout that these two things are mutually exclusive, and while that makes some intuitive sense (only so much money to invest after all), the last chart [1] doesn't give any indication that data center investment comes at the expense of industrial investment.
[1] "Private sector spending on equipment, adjusted for inflation"
I'll admit I have not read this article incredibly thoroughly, but I don't see what you're claiming. The article is contrasting the growth of the AI industry with the slump in manufacturing. I don't think it's positing any causal link between the two.