$10.3T Data Center Buildout Reshapes US Economy

The Wall Street Journal reports that new AI infrastructure estimates put projected US investment at $10.3T from 2025 through 2032. Economist Stijn van Nieuwerburgh estimates the total would average 3.6% of GDP annually. Goldman Sachs separately projects AI investment at 1.9% of GDP in 2026. The scale would be unusually large compared with earlier US infrastructure cycles. Read on to learn more: Link

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