"African economies, for instance, have been the beneficiary of substantial and steady flows of Gulf capital. If the investment tide goes out, this risks wider instability that undermines the sustainability of China's broader and longer-term interests."
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For the U.S., the stakes of this transition are uniquely high. As a primary hub for the global AI infrastructure boom, the U.S. is poised to capture a significant portion of the projected $3 trillion in data-center-related investments over the next five years, as projected by Moody’s. However, this leadership comes with a steep entry fee: massive demands on power grids and digital connectivity that require enormous spending before productivity gains ever hit the bottom line.
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