U.S. economy hits pivotal milestone: Spending on data centers and other information-processing hardware now exceeds housing investment
4 Articles
4 Articles
U.S. economy hits pivotal milestone: Spending on data centers and other information-processing hardware now exceeds housing investment
"We’re seeing a pivotal shift in the US economy: investment is shifting away from residential investment and towards computers."
Data Center Spending Just Overtook Housing as a Driver of the US Economy
US spending on data centers and computing hardware surpassed residential investment for the first time in the second quarter of 2026, according to Fortune's analysis of Commerce Department data. Hyperscalers are projected to push combined AI capex above $1.3 trillion by 2027, even as revenue growth lags behind the spending and voter backlash builds against new data center construction.
US spending on data centers and information processing equipment already exceeds residential investment, while the AI boom drives a wave of debt, energy consumption and overcapacity risks.
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