AI data center boom is a 2026 growth tailwind
The guest cited the AI data center and power boom as one of the key economic tailwinds expected to fuel growth heading into 2026.
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Structural shifts reduce US economic recession frequency
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The guest argued the most likely scenario (50% probability) is that AI meaningfully lifts automation and productivity, offsetting the economic drag from an aging population and leading to above-consensus GDP growth over 3%.
The guest cited the AI data center and power boom as one of the key economic tailwinds expected to fuel growth heading into 2026.