Data center investment up 21% in a year, one of only two US investment booms
soumitrashukla9 · x · 2026-11-10
Economist Jason Furman highlights that there are two investment booms right now: AI and oil & gas.
- Over the past year, real data-center-related investment grew 21% and oil, gas and mining grew 13%, versus just 2% for all other business investment.
- Since oil and gas are a much smaller share of the economy, even rapid growth barely moves the needle — data center buildout is what's actually driving investment.
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