U.S. investment in data centers and related AI infrastructure is projected to reach $10.3 trillion from 2025 to 2032

U.S. investment in data centers and related AI infrastructure is projected to reach $10.3 trillion from 2025 to 2032, averaging 3.6% of GDP annually, according to estimates published by the Brookings Institution.

AI investment in the U.S. is projected to reach 1.9% of GDP in 2026, according to new estimates from Goldman Sachs. The railroad boom of the late 19th century was the last time the build-out of a new industry accounted for a larger share of the economy.