{"id":115794,"date":"2026-10-22T06:30:00","date_gmt":"2026-10-22T04:30:00","guid":{"rendered":"https:\/\/legrandcontinent.eu\/es\/?p=115794"},"modified":"2026-10-22T03:55:16","modified_gmt":"2026-10-22T01:55:16","slug":"en-estados-unidos-ia-absorbe-el-capital","status":"publish","type":"post","link":"https:\/\/legrandcontinent.eu\/es\/2026\/10\/22\/en-estados-unidos-ia-absorbe-el-capital\/","title":{"rendered":"En Estados Unidos, la IA absorbe el capital"},"content":{"rendered":"\n<p>Las inversiones en inteligencia artificial no dan se\u00f1ales de ralentizarse en Estados Unidos: se prev\u00e9 que el gasto en inversi\u00f3n de Alphabet, la empresa matriz de Google, Amazon, Meta y Microsoft, ascienda a 745.000 millones de d\u00f3lares este a\u00f1o, y que el de los principales hiperescaladores supere los 1 bill\u00f3n el a\u00f1o que viene.&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-1-115794' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/es\/2026\/10\/22\/en-estados-unidos-ia-absorbe-el-capital\/#easy-footnote-bottom-1-115794' title='Matthew U. Scherer y Maya Jenkins, &lt;a href=&quot;https:\/\/ourfinancialsecurity.org\/wp-content\/uploads\/2026\/10\/Brace-for-Impact-Scherer-Jenkins-OMI-October2026-WEB.pdf&quot;&gt;\u00abBrace for Impact: Protecting people and the economy when the AI bubble bursts\u00bb&lt;\/a&gt;, Open Markets Institute y Americans for Financial Reform Education Fund, 16 de octubre de 2026.'><sup>1<\/sup><\/a><\/span><\/span><\/p>\n\n\n\n<p>En 2032, las inversiones en centros de datos podr\u00edan representar el <a href=\"https:\/\/legrandcontinent.eu\/es\/2026\/10\/01\/por-que-trump-niega-frenar-el-desarrollo-de-ia\/\">5,1 % del PIB<\/a> estadounidense.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Los datos de la Oficina de An\u00e1lisis Econ\u00f3mico muestran que el gasto en equipos inform\u00e1ticos, incluidos los que se utilizan en los centros de datos, supera ya la inversi\u00f3n residencial en Estados Unidos.<\/li>\n\n\n\n<li>Dentro de la construcci\u00f3n privada, la de centros de datos registra, con diferencia, el mayor crecimiento, mientras que el conjunto del resto de sectores registra un descenso, sobre todo la industria manufacturera y la vivienda.<\/li>\n\n\n\n<li>En agosto, el ritmo de gasto destinado a la construcci\u00f3n de centros de datos superaba en 61.000 millones de d\u00f3lares al de diciembre de 2023.<\/li>\n<\/ul>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/7SBj6\/\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<p>Las inversiones masivas en infraestructuras de inteligencia artificial contribuyen a desviar las inversiones del resto de la econom\u00eda estadounidense. Seg\u00fan Torsten Slok, economista en jefe de Apollo, la IA provoca as\u00ed una especie de \u00abenfermedad holandesa\u00bb: sigue atrayendo capital, electricidad y mano de obra, en detrimento de otros sectores m\u00e1s sensibles a las tasas de inter\u00e9s, como la vivienda y la automoci\u00f3n.&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-2-115794' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/es\/2026\/10\/22\/en-estados-unidos-ia-absorbe-el-capital\/#easy-footnote-bottom-2-115794' title='Torsten Slok, &lt;a href=&quot;https:\/\/www.apollo.com\/wealth\/insights-news\/insights\/daily-spark\/ais-insensitivity-to-interest-rates-is-a-problem-for-the-fed&quot;&gt;\u00abAI\u2019s Insensitivity to Interest Rates Is a Problem for the Fed&lt;\/a&gt;\u00bb, Apollo Global Management, 9 de octubre de 2026.'><sup>2<\/sup><\/a><\/span><\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>La afluencia masiva de capital hacia el sector de la inteligencia artificial contribuye al aumento de los costos de financiaci\u00f3n en Estados Unidos.<\/li>\n\n\n\n<li>El rendimiento de los bonos del Estado estadounidense a 10 a\u00f1os se sit\u00faa actualmente en torno al 5,1 %, cerca de su nivel m\u00e1s alto desde 2007, frente al 4,75 % aproximadamente que registraba en agosto.<\/li>\n\n\n\n<li>Este aumento tiende a desplazar a otros tipos de pr\u00e9stamos no relacionados con la IA, mientras que las inversiones en tecnolog\u00eda, que son poco sensibles a la subida de las tasas de inter\u00e9s, contin\u00faan.&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-3-115794' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/es\/2026\/10\/22\/en-estados-unidos-ia-absorbe-el-capital\/#easy-footnote-bottom-3-115794' title='Emily Peck, \u00ab&lt;a href=&quot;https:\/\/www.axios.com\/2026\/10\/14\/ai-investment-stocks-bonds&quot;&gt;AI investment is crowding everything else out&lt;\/a&gt;\u00bb, &lt;em&gt;Axios&lt;\/em&gt;, 14 de octubre de 2026.'><sup>3<\/sup><\/a><\/span><\/span><\/li>\n<\/ul>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/MW26q\/\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<p>Las deudas de los centros de datos suelen titulizarse y venderse posteriormente a fondos de pensiones y otros inversores institucionales. De este modo, el riesgo de impago ya no recae sobre el prestamista, sino sobre los ahorros que gestionan estos inversores, un mecanismo que recuerda las condiciones que condujeron a la crisis de las hipotecas <em>subprime <\/em>en 2007.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Las inversiones masivas en IA se realizan en detrimento de otros sectores.<\/p>\n","protected":false},"author":2622,"featured_media":115823,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"templates\/post-briefings.php","format":"standard","meta":{"_acf_changed":true,"_trash_the_other_posts":false,"_yoast_wpseo_estimated-reading-time-minutes":3,"_lgc_tts_source":"","footnotes":""},"categories":[464],"tags":[],"staff":[],"editorial_format":[1472],"serie":[],"audience":[],"geo":[172],"class_list":["post-115794","post","type-post","status-publish","format-standard","hentry","category-poderes-de-la-ia","editorial_format-analisis","geo-americas"],"acf":{"open_in_webview":false,"accent":"default","_thumbnail_id":115823,"excerpt":"Las inversiones masivas en IA se realizan en detrimento de otros sectores.","display_date":"","new_abstract":true},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.1.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>En Estados Unidos, la IA absorbe el capital - El 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