@KobeissiLetter: We are officially witnessing the biggest wave of infrastructure investment in modern US history. Total investment in da…
Summary
The article reports on a historic surge in US infrastructure investment focused on AI and data centers, projected to average 3.63% of GDP annually from 2025 to 2032, totaling approximately $10.3 trillion and surpassing previous major buildouts like railroads.
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We are officially witnessing the biggest wave of infrastructure investment in modern US history.
Total investment in data centers and AI infrastructure is projected to average 3.63% of US GDP per year from 2025 to 2032, the highest proportion among major infrastructure buildouts since the 1800s.
The previous largest investment, railroad infrastructure, represented 2.24% of GDP per year in 1870-1890.
This was followed by highway investment that averaged 1.13% of GDP in 1956-1973, while telecommunications and fiber infrastructure averaged 1.10% in 1996-2003.
By comparison, electrification stood at just 0.50% of GDP in 1905-1925, while canal investment accounted for 0.66% in 1836-1841.
This comes as AI and data-center infrastructure investment is projected to total ~$10.3 trillion between 2025 and 2032.
The AI buildout is the largest infrastructure investment in modern US history.
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