AI infrastructure investment projected to exceed $10 trillion through 2032, surpassing historical U.S. economic projects

U.S. artificial intelligence infrastructure investment is on track to become the single largest economic bet in the nation's history, with total spending projected to reach $10.3 trillion between 2025 and 2032, according to research from Columbia Business School professor Stijn van Nieuwerburgh published by the Brookings Institution. The buildout would consume an average of 3.6% of gross domestic product annually—a scale that dwarfs previous generations of transformative infrastructure spending.