AI: the engine of today’s economy #substack #shorts
In this short commentary, Jeff Hassemer argues that massive investment in AI infrastructure is currently driving the U.S. economy. He cites concrete examples: SoftBank’s purchase of a 5‑gigawatt data center in France (roughly the size of four football fields), $80 billion in equity raised globally for AI‑related infrastructure, and Microsoft’s record $9.69 billion Department of Defense contract. Hassemer emphasizes that this capital is flowing not only into data centers but also into the energy and supporting systems needed to power AI workloads. He contends that AI is the primary engine holding up the U.S. economy, that investment is accelerating without signs of slowing, and that a race to public markets will further amplify both capability and funding in the coming years.
