The $10 trillion question: Financing the AI buildout (Brookings Podcast on Economic Activity transcript)
Historical comparison: railroads about 2.2% of GDP (1870-1890 peak), highways about 1.1% (1950s), telecom/fiber about 1.1%, canals about 0.66%, electrification about 0.5%.
$10.3 trillionprojected US AI data center buildout, 2025-2032