Brookings Institution: U.S. AI Infrastructure Investment Estimated at $10.3 Trillion Over 8 Years

September 24, Financial Associated Press – In a newly published paper this week, Brookings Institution economist Stijn van Nieuwerburgh estimated that between 2025 and 2032, the total investment in data centers and related artificial intelligence infrastructure in the United States is expected to reach $10.3 trillion. This means the annual average investment will astonishingly account for 3.6% of the U.S. Gross Domestic Product (GDP). In the history of the United States since the 19th century, the economy has never relied so deeply on the expansion of a single industry. This investment is profoundly reshaping every corner of the U.S. economy, creating hundreds of thousands of jobs and giving rise to a new generation of billionaires. At the same time, it brings significant risks, as a large portion of it is built on debt. If the industry's expansion comes to an abrupt halt, the resulting shockwaves will swiftly ripple through the entire U.S. economy.