AI is often described as a software story, but the boom is also a massive physical investment in data centers, power systems, and specialized chips. A new BPEA paper projects that this buildout will total $10.3 trillion from 2025 to 2032, an average of 3.63% of U.S. GDP per year and larger relative to the economy than past booms in railroads, highways, and telecommunications. On this episode of the Brookings Podcast on Economic Activity, Aaron Klein talks to the paper's author, Stijn Van Nieuwerburgh about what this means for transparency and risk.

Show notes and transcript

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