Jefferies economist Mohit Kumar said the United States is likely to commit funding equal to 2.5% to 3% of GDP to AI infrastructure construction over the next three years, with the total set to exceed historical records. Kumar also warned that any slowdown in the pace of buildout would carry major consequences. According to his view, weaker construction momentum would affect both the companies tied to the sector and the broader U.S. economy. The remarks point to the scale of expected investment and the economic sensitivity attached to the rollout of AI infrastructure in the coming years.
According to ChainCatcher, Jefferies economist Mohit Kumar said the United States will invest an amount equal to 2.5% to 3% of GDP in AI infrastructure over the next three years, with the overall scale expected to surpass historical records.
Kumar also warned that if the pace of construction slows, it would have a major impact on related companies and on the U.S. economy.
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