AI & Enterprise
AI infrastructure investment could top $10 trillion; U.S. GDP 3.63 percent outlook
U.S. investment in AI infrastructure could exceed $10 trillion over the next eight years, prompting Tesla CEO Elon Musk to react by citing a “K2 economy,” without judging whether the scale is excessive. A chart cited by Musk was based on a Brookings paper by Columbia University professor Stijn Van Nieuwerburgh. The study estimates $10.3 trillion in U.S. spending in 2025-2032, averaging 3.63 percent of GDP, above past U.S. infrastructure booms.
