AI Infrastructure Spending Is Projected to Become a Historic U.S. Economic Bet

A new economic analysis says the artificial-intelligence build-out is on course to rank among the largest infrastructure investment waves in U.S. history, with projected spending on data centers, power systems, networking and specialized chips reaching $10.3 trillion from 2025 through 2032. The estimate underscores how the race to build compute capacity has moved from a technology-sector story into a macroeconomic issue involving energy, credit markets, productivity and financial stability.