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Stijn Van Nieuwerburgh
In PWD coverage since September 23, 2026 · 1 story
PWD coverage
capital
Brookings prices the AI build-out and cuts 227 gigawatts from the pipeline
A Brookings paper puts the AI capital program at $10.3 trillion and assumes 227 gigawatts of proposed data-center capacity never gets built, a downside case with a unit cost sponsors can hold against their own pro formas.