The U.S. artificial intelligence boom is rapidly becoming one of the largest infrastructure investments in American history. Still, the increasingly complex financial machinery funding it could create risks that extend well beyond Silicon Valley.
A new study by Columbia Business School professor Stijn Van Nieuwerburgh, prepared for a Brookings Institution conference this week, estimates that investment in AI infrastructure could reach roughly $10.3 trillion between 2025 and 2032, averaging about 3.6% of U.S. gross domestic product each year.
