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The AI boom needs Americans to spend a lot more on AI. To justify today's data center buildout, the U.S. may need to spend about $3.5 trillion a year on AI services by 2032, per Columbia professor Stijn Van Nieuwerburgh. That's 8.8% of GDP. For context, the buildout itself will cost $10.3 trillion from 2025 to 2032, more relative to the economy than the railroad, highway or telecom booms.
Library as of 2026-10-22