Skip to main content
Official Logo of Columbia Business School
Students
  • Visit Students
  • Degree Programs
  • AI and Student Life at CBS
  • Admissions
  • Tuition & Financial Aid
  • Campus Life
  • Career Management
Faculty & Research
  • Visit Faculty & Research
  • Academic Divisions
  • MBA Transformed
  • Search the Directory
  • Research
  • Research Resources
  • Teaching Excellence
Executive Education
  • Visit Executive Education
  • For Organizations
  • For Individuals
  • Program Finder
  • Online Programs
  • Certificates
About Us
  • Visit About Us
  • CBS Directory
  • Events Calendar
  • Leadership
  • Our History
  • The CBS Experience
  • Newsroom
Alumni
  • Visit Alumni
  • Update Your Information
  • Lifetime Network
  • Alumni Benefits
  • Alumni Career Management
  • Women's Circle
  • Alumni Clubs
Insights
  • Visit Insights
  • AI & Transformative Tech
  • Climate
  • Business & Society
  • Entrepreneurship
  • Finance & Investing
  • Magazine

Stijn Van Nieuwerburgh on the Scale of the AI Boom

Date Published
November 3, 2026
Section
In the Media
Areas of Expertise
AI & Transformative Tech
From:
CBS In the News

In a NewsNation explainer on whether the AI boom is giving America "Dutch disease," Columbia Business School economist Stijn Van Nieuwerburgh estimates that building data centers and AI infrastructure could require nearly $9 trillion by 2032. Relative to the economy, that would make it the biggest investment boom in U.S. history, ahead of the railroads, the highways, and the late-1990s telecom expansion. The story looks at how that growth could pull capital, power, and workers away from housing, autos, and other industries.

Mentioned Faculty

Photo of Professor Stijn Van Nieuwerburgh

Stijn Van Nieuwerburgh

Earle W. Kazis and Benjamin Schore Professor of Real Estate
Finance Division
Co-Director
Paul Milstein Center for Real Estate
Mentioned On
NewsNation
Official Logo of Columbia Business School

Columbia University in the City of New York
665 West 130th Street, New York, NY 10027
Tel. 212-854-1100

Maps and Directions
    • Centers & Programs
    • Current Students
    • Corporate
    • Directory
    • Support Us
    • Recruiters & Partners
    • Faculty & Staff
    • Newsroom
    • Careers
    • Contact Us
    • Accessibility
    • Privacy & Policy Statements
Back to Top Upward arrow
TOP

© Columbia University

  • X
  • Instagram
  • Facebook
  • YouTube
  • LinkedIn
Back to top

Accessibility Tools

English French German Italian Spanish Japanese Russian Chinese (Simplified) Chinese (Traditional) Arabic Bengali