AI infrastructure bet hits 3.6% of GDP, driving nearly 40% of US growth

NinaDSchick · x · 2026-11-11

Nina Schick notes that recent AI infrastructure investment is the largest infrastructure bet in history — as a share of GDP (3.6%) it already exceeds both the railroads and the internet eras. She adds that the investment is starting to pay off in growth data: nearly 40% of current US economic growth is tied to AI infrastructure spending.

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