Brookings projects US AI spending to total $10.3T between 2025 and 2032, averaging 3.6% of GDP per year, the largest single-industry build-out as a share of GDP
THE SO WHAT
Brookings calling for $10.3T in US AI spend by 2032 — averaging 3.6% of GDP and outpacing canals, railroads, and the grid — means AI is now an industrial build-out, not a software cycle. For operators, that scale justifies treating AI like core infrastructure: multi-year capex planning, power and land strategy, and a serious view on where you sit in the value chain.
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