The cost of infrastructure build-out, energy challenges Massive data center/GPU buildout driven by real demand (no “dark GPUs”—all utilized for tokens/AI apps like chatbots/coding). Unlike dot-com fiber overbuild (unused “dark fiber”), current demand sustains growth; added ~2% to 2025 GDP, expected similar in 2026. Trump’s AI plan has 3 pillars—out-innovate, build infrastructure, export U.S. tech ...

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Link :
https://www.nextbigfuture.com/2026/01/americas-ai-strategy-infrastructure-regulation-and-global-competition.html