Will America Spend 9% of Its GDP on AI? The Industry Is Counting on It
Stijn Van Nieuwerburgh featured in The Wall Street Journal on the economics of the AI investment boom. His research is cited as the basis for an estimate that AI companies would need to generate roughly $3.5 trillion in annual revenue by 2032—about 8.8% of U.S. GDP—to justify the enormous capital being invested in AI infrastructure.


