GoKawiilBrookings study: AI data-center buildout equals 3.63% of US GDP annually
A Brookings Institution study by Columbia Business School professor Stijn van Nieuwerburgh finds that AI infrastructure investment—chips, electricity and data centers—now averages 3.63% of US GDP per year, exceeding prior booms in canals, railroads, electrification and highways. The study estimates 183 gigawatts of new data-center capacity is planned over seven years, more than tripling the roughly 57 gigawatts currently installed, and projects this could double the electricity consumption of the entire US residential sector.