Data-center spending now tops canals, railroads and grid combined at 3.63% of GDP

kimmonismus · x · 2026-09-24

kimmonismus cites figures showing AI data-center spending exceeds that of canals, railroads and the power grid combined. AI infrastructure investment is projected to average 3.63% of GDP annually from 2025 to 2032 — far above railroads' 2.24% during their build-out, highways' 1.13%, and telecom/fiber's 1.1%. The author calls it the biggest investment bet in history, one that is arguably "too big to fail."

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