AnalysisBusinessSeptember 26, 2026

AI data-center buildout projected to top railroads, highways, telecom combined

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AI infrastructure investment is projected to average 3.63% of GDP annually from 2025 to 2032, versus 2.24% for railroads and 1.13% for highways at their peaks. Big 4 AI capex is running at 2.4% of GDP, roughly 2x telecom's peak a quarter-century ago.

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2 days · 1 report · 3 community posts · from Sep 24

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