📈 AI infrastructure investment could reach $1.6 trillion by 2031
Spending on chips and data centers is projected to grow from the current $765 billion to $1.6 trillion by 2031. Meanwhile, 41 AI-related stocks account for nearly half of the S&P 500's value.
🌍 Rising token costs and the necessity for returns create a risk of a market bubble similar to the dot-com era. Model development rates are doubling every four months.
👤 The US economy has become extremely dependent on AI investment (92% of GDP growth in the first half of 2025 was driven by the IT sector).
Source 1: https://www.theguardian.com/technology/2026/jun/07/billions-spent-hypothetical-returns-the-ai-boom-explained-with-six-charts