Biggest Bet in U.S. History. Built on What It Crushed.

Hyperscalers and AI investors are celebrating the largest single-industry commitment in American history. The foundation is everyone else's economy.

Unsigned MSI house political cartoon: Biggest Bet in U.S. History. Built on What It Crushed.

Source article: US AI infrastructure investment projected at $10.3 trillion from 2025 to 2032.

Column metadata
Published
Pen name
Editorial Board
Topic tags
artificial intelligence, construction and property, economy
Primary entities
Stijn van Nieuwerburgh, Brookings Institution, Goldman Sachs, Alphabet, Amazon.com, Meta Platforms, Microsoft, Oracle, FactSet, Federal Reserve, LinkedIn, IBEW Local 26
Themes
artificial intelligence, infrastructure investment, debt financing, labor markets, equity markets, construction industry
Floor values engaged
Accountability of power