Brendan Wallace: The AI data center boom could outsize the entire U.S. economy

Data Center & AI Compute Economics - Concerns exist regarding data centers as a real estate asset class [1] - Complex commitments between large tech companies and digital infrastructure providers make it difficult to trace who will ultimately pay for the infrastructure [1] - The AI compute required to fill all data centers in production or announced for production is substantial [1] - If tech companies were to profit from AI, the revenue flowing to large language models could potentially reach 120% of US GDP [1] Digital Infrastructure Supply - Skepticism exists regarding arrangements around the supply of digital infrastructure [2]