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Macroscope | Why the AI investment boom could spark the nex…
For a truly staggering figure, look no further than an estimate from Columbia Business School Professor Stijn Van Nieuwerburgh of the cumulative investment in artificial intelligence-related infrastructure by 2032. In a paper last month, Van Nieuwerburgh said the AI buildout could reach US$10.3 trillion, the equivalent of 3.6 per cent of annual US economic output for the next seven years. The average annual capital expenditure dwarfs previous infrastructure booms, including railways, highways...
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