AI is becoming the largest infrastructure buildout in American history, and I don’t think people understand how big this actually is.
For perspective:
Railroads: 2.5% of the economy
Electrifying America: 1%
Interstate Highway System: 1.5%
AI infrastructure: 2.8%
This includes data centers, power generation, transmission, chips, construction, cooling, and networking. AI capital spending alone could add nearly 1.5 percentage points to U.S. economic growth this year.
But there is a major risk.
Much of this buildout is being financed with debt, potentially trillions of dollars. At the same time, the Federal Reserve is raising interest rates. Higher rates make these massive projects more expensive every time companies borrow or refinance.
And consider this comparison: data-center investment is increasing its share of the economy by about 0.85 percentage points per year. During the fastest part of the housing boom, housing grew by about 0.5 points per year. AI infrastructure is expanding at nearly twice that pace.
So when I hear people rooting for AI and data centers to collapse, I think they’re missing the scale of what they’re talking about.
A collapse this large wouldn’t stay inside Silicon Valley. It would hit construction, energy, utilities, credit markets, investors, workers, and communities across America. If this buildout truly collapsed, I think we should be prepared for the possibility of 2008-level wealth destruction.
We should absolutely debate how and where we build it, who pays for it, and whether individual projects make sense.
But America needs to build things again. Infrastructure growth is good for America. The goal should be building it responsibly, not rooting for it to fail.
One thing both sides have in common...
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Do you really want someone with this reputation representing you?
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You can't run against someone while agreeing with everything they stand for, it just doesn't work that way...
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The Democratic Party has three big questions to answer about the DSA:
Does it embrace the DSA as part of the Democratic coalition and allow its candidates and ideas to compete within the party?
Does it actively fight the DSA, spend resources defeating its candidates, and try to keep those ideas from gaining control within the party?
Or does it push the DSA out entirely and risk creating an actual competitor that takes its talent, organizers, voters, and ideas with it?
theangrydem.com/p/is-the-dsa…


