{"id":346663,"date":"2025-08-11T18:06:27","date_gmt":"2025-08-11T23:06:27","guid":{"rendered":"https:\/\/michigandigitalnews.com\/index.php\/2025\/08\/11\/banking-on-data-center-investment\/"},"modified":"2025-08-11T18:06:27","modified_gmt":"2025-08-11T23:06:27","slug":"banking-on-data-center-investment","status":"publish","type":"post","link":"https:\/\/michigandigitalnews.com\/index.php\/2025\/08\/11\/banking-on-data-center-investment\/","title":{"rendered":"Banking on Data Center Investment"},"content":{"rendered":"<p> [ad_1]<br \/>\n<\/p>\n<div id=\"post-57569\">&#13;<br \/>\n\t\t\t\t<!-- .entry-header -->&#13;<br \/>\n&#13;<\/p>\n<div class=\"entry-content\">\n<p>Let\u2019s hope capex investment in data centers is sustained.<\/p>\n<p><a href=\"https:\/\/econbrowser.com\/wp-content\/uploads\/2025\/08\/inv_exdatactrs.png\"><img fetchpriority=\"high\" fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-57570\" src=\"https:\/\/econbrowser.com\/wp-content\/uploads\/2025\/08\/inv_exdatactrs.png\" alt=\"\" width=\"1022\" height=\"576\" srcset=\"https:\/\/econbrowser.com\/wp-content\/uploads\/2025\/08\/inv_exdatactrs.png 1022w, https:\/\/econbrowser.com\/wp-content\/uploads\/2025\/08\/inv_exdatactrs-300x169.png 300w, https:\/\/econbrowser.com\/wp-content\/uploads\/2025\/08\/inv_exdatactrs-768x433.png 768w, https:\/\/econbrowser.com\/wp-content\/uploads\/2025\/08\/inv_exdatactrs-624x352.png 624w\" sizes=\"(max-width: 1022px) 100vw, 1022px\"\/><\/a><\/p>\n<p><em><strong>Figure 1:<\/strong> Nonresidential fixed investment (blue) GDPNow of 8\/7 (light blue square), nonresidential fixed investment minus data center capex (dark red), GDPNow of 8\/7 (red square), all in bn.Ch.2017$ SAAR. Annual data center capex interpolated using cubic spline. Assumes information processing equipment prices rise by 0.9% in Q3. Source: BEA, Atlanta Fed, <a href=\"https:\/\/am.jpmorgan.com\/us\/en\/asset-management\/adv\/insights\/market-themes\/artificial-intelligence\/\">JPMorgan<\/a>, and author\u2019s calculations.<\/em><\/p>\n<p>The data center investment series is based on JP Morgan projections.<\/p>\n<p><a href=\"https:\/\/econbrowser.com\/wp-content\/uploads\/2025\/08\/jpmorgan_datacentercapex.png\"><img decoding=\"async\" class=\"alignnone size-full wp-image-57571\" src=\"https:\/\/econbrowser.com\/wp-content\/uploads\/2025\/08\/jpmorgan_datacentercapex.png\" alt=\"\" width=\"730\" height=\"408\" srcset=\"https:\/\/econbrowser.com\/wp-content\/uploads\/2025\/08\/jpmorgan_datacentercapex.png 730w, https:\/\/econbrowser.com\/wp-content\/uploads\/2025\/08\/jpmorgan_datacentercapex-300x168.png 300w, https:\/\/econbrowser.com\/wp-content\/uploads\/2025\/08\/jpmorgan_datacentercapex-624x349.png 624w\" sizes=\"(max-width: 730px) 100vw, 730px\"\/><\/a><\/p>\n<p><em><strong>Source:<\/strong>\u00a0<a href=\"https:\/\/am.jpmorgan.com\/us\/en\/asset-management\/adv\/insights\/market-themes\/artificial-intelligence\/\">JPMorgan<\/a>.<\/em><\/p>\n<p>Should the <a href=\"https:\/\/econbrowser.com\/archives\/2025\/08\/stock-market-capitalization-ex-magnificent-7\">Magnificent 7 stocks deflate<\/a>, capex is likely as well.<\/p>\n<\/p><\/div>\n<p><!-- .entry-content -->&#13;<br \/>\n\t\t&#13;<\/p>\n<footer class=\"entry-meta\">&#13;<br \/>\n\t\t\tThis entry was posted on <a href=\"https:\/\/econbrowser.com\/archives\/2025\/08\/banking-on-data-center-investment\" title=\"2:32 pm\" rel=\"bookmark\"><time class=\"entry-date\" datetime=\"2025-08-11T14:32:35-07:00\">August 11, 2025<\/time><\/a><span class=\"by-author\"> by <span class=\"author vcard\"><a class=\"url fn n\" href=\"https:\/\/econbrowser.com\/archives\/author\/menzie_chinn\" title=\"View all posts by Menzie Chinn\" rel=\"author\">Menzie Chinn<\/a><\/span><\/span>.\t\t\t\t\t\t\t\t<\/footer>\n<p><!-- .entry-meta -->&#13;\n\t<\/div>\n<p>[ad_2]<br \/>\n<br \/><a href=\"https:\/\/econbrowser.com\/archives\/2025\/08\/banking-on-data-center-investment\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>[ad_1] &#13; &#13; &#13; Let\u2019s hope capex investment in data centers is sustained. Figure 1: Nonresidential fixed investment (blue) GDPNow of 8\/7 (light blue square),<\/p>\n","protected":false},"author":1,"featured_media":346664,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[155],"tags":[],"_links":{"self":[{"href":"https:\/\/michigandigitalnews.com\/index.php\/wp-json\/wp\/v2\/posts\/346663"}],"collection":[{"href":"https:\/\/michigandigitalnews.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/michigandigitalnews.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/michigandigitalnews.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/michigandigitalnews.com\/index.php\/wp-json\/wp\/v2\/comments?post=346663"}],"version-history":[{"count":0,"href":"https:\/\/michigandigitalnews.com\/index.php\/wp-json\/wp\/v2\/posts\/346663\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/michigandigitalnews.com\/index.php\/wp-json\/wp\/v2\/media\/346664"}],"wp:attachment":[{"href":"https:\/\/michigandigitalnews.com\/index.php\/wp-json\/wp\/v2\/media?parent=346663"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/michigandigitalnews.com\/index.php\/wp-json\/wp\/v2\/categories?post=346663"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/michigandigitalnews.com\/index.php\/wp-json\/wp\/v2\/tags?post=346663"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}