Financing the AI Buildout
Estimates show a 188 GW U.S. AI campus buildout requires nearly $9 trillion through 2032, shifting toward leases, joint ventures, and structures that raise leverage and opacity.
Featured in No. 136 on 23 Oct 2026 · 4 days after release
- Released
- 19 Oct 2026
- First featured
- No. 136 · 23 Oct 2026
- Published in
- Not yet, as far as Semantic Scholar knows
- Fanfare
- 3 of 5
- Identifier
- RePEc:nbr:nberwo:35865
- Authors
- Stijn Van Nieuwerburgh
Citations and venue from Semantic Scholar (ODC-BY), refreshed weekly. Summary: Quant Letter (CC BY 4.0).