Safanad strategist Rutledge says data centers, AI drive US capital spending growth on Kudlow show - SPY News | RalliesSafanad strategist Rutledge says data centers, AI drive US capital spending growth on Kudlow show
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SPY• Rutledge says US capital spending is driving growth
- Safanad Industry Capital Internet Infrastructure Partnership LP Chief Strategist John Rutledge said US capital spending is driving growth.
- Rutledge said roughly half of current capital spending is tied to data centers and AI.
- He said he is relaxed about who will buy US Treasury debt.
- Comments were made in an interview on Fox Business on Sept. 21.
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