AI Is Carrying the Economy. That’s the Warning.
The artificial intelligence boom is no longer just a tech story. It is showing up in the real economy through job growth, factory orders, and construction spending. That is the good news. It is also the warning.
Over the past several weeks, the evidence has become harder to dismiss. AI-related investment is appearing in construction spending, factory orders, power equipment, cooling systems, networking gear, professional-services demand, and capital markets. Firms are hiring people to install, power, finance, and integrate the new technology.
This is what a genuine investment boom looks like. It…
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