July 9, 2026

The AI Arms Race Has Begun | AI Infrastructure Buildout in the United States

Featured image for the Macro Watch video “The AI Arms Race Has Begun.” This image illustrates the enormous scale of industrial investment required for the AI arms race. It shows a vast American construction site featuring data centers, electrical substations, transmission infrastructure, manufacturing facilities, and transportation networks. As discussed in the Macro Watch video, future leadership in artificial intelligence will depend not only on software, but also on large-scale investment in compute, semiconductors, electricity, manufacturing, and critical infrastructure. The AI buildout is expected to become one of the defining investment themes of the coming decade.