AIUpdated 11h ago

US data-center construction may hold up in 2027

Midterm results have largely cemented growing public opposition to AI infrastructure, but economists don’t expect that resistance to do much to US data-center construction in 2027. Their forecast leaves room for a slowdown in the years after, not an immediate retreat. JPMorgan projects at least $1.5 trillion in US AI-related capital spending in 2027, with spending largely flat the following year because of political pushback. HSBC calls AI infrastructure investment an important engine of US growth and jobs, and says states may be reluctant to turn it away. Barclays analysts point to the mismatch: the economic benefits are diffuse, while the costs are relatively concentrated. For now, the slowdown is still a forecast.

1 publisher1 report

Coverage started 11h ago