From CryptoBriefing, September 24:
Brookings Institution projects $10.3T investment in AI infrastructure by 2032
The projected spending would dwarf every previous US infrastructure buildout, from railroads to highways, in relative economic terms
The United States is about to pour more money into a single industry than it has into any infrastructure project in its history. A study published by the Brookings Institution projects that investment in AI-related infrastructure will hit $10.3 trillion between 2025 and 2032, averaging roughly 3.63% of US GDP annually over that stretch.
To put that in perspective: the railroad boom, America’s most celebrated infrastructure buildout, peaked at around 2.24% of GDP. This AI bet would exceed that by a wide margin, and it clocks in at more than three times the relative spending on the interstate highway system and six times early electrification.
The numbers behind the buildout
The study, authored by Columbia University’s Stijn Van Nieuwerburgh, breaks the $10.3 trillion across several categories: data center buildings, power systems, network infrastructure, and specialized chips and equipment....
....MUCH MORE
And at the Brookings Institution, September 23:
