Part 10/13:
Ives underscores an important point: the construction of AI infrastructure creates economic value independent of which company or country wins the AI race. Massive data centers, energy facilities, and supply chain upgrades foster the development of entire industries and employment opportunities. These investments generate tangible GDP contributions and shape urban development patterns.
He observes that investors and policymakers focusing solely on the profitability of individual AI companies miss the broader effects. Infrastructure buildout and the ecosystem it fosters are foundational to long-term economic resilience and growth.