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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"We've got to do something where we can get more value out of space and the lunar surface than we put into it. And that's how you really ignite an economy, and that's how everything we want to do in space is not perpetually dependent on taxpayers."