Paul Kedrosky
Paul Kedrosky
@paul@paulkedrosky.com · Jan 26

Remarkable Q3 real GDP growth figures in US, with all 50 state economies plus Washington, DC, growing. The natioanl average was 4.4% annualized, the median grew at 4.5% annualized, and Kansas grew fastest, at
at 6.5% annualized.

While data center capex played a role—at as much as half of GDP growth earlier in year—as I have discussed endlessly, there has been a broadening.