AI Investment Boom Rivals China's Post-WTO Surge
Investment in AI is projected to reach $10.3 trillion between 2025 and 2032, rivaling China's post-WTO investment boom. U.S. hyperscalers alone are expected to spend roughly $800 billion in capital expenditures in 2026, an 83% increase year over year. Global AI spending is projected to surpass $2 trillion this year. The AI buildout is reshaping global trade, commodities, inflation, labor markets, and politics, much like China's investment surge did two decades ago.7 sourcesSee all sources