Brookings Projects $10.3 Trillion U.S. AI Infrastructure Build-Out Through 2032

A new Brookings Institution paper estimates that U.S. investment in AI data centers, power systems, networking and specialized chips will reach $10.3 trillion from 2025 through 2032, making the build-out larger as a share of GDP than earlier U.S. canal, railroad, highway, electrification and telecom booms. The estimate landed as Washington's debate over AI pauses and data-center moratoriums intensified, turning compute infrastructure into a central economic and policy question rather than a narrow technology story.