US AI infrastructure capex hit 1.9% of GDP in 2025 — more than three Apollos and nearly five Manhattan Projects. The corpus has tracked this in gigawatts and dollars; this is the first time it has a denominator.
The messy part is in the same issue: xAI was reportedly using Claude via Cursor to build Grok until Anthropic cut off access. The frontier is close enough to itself to be incestuous.