Hello, Haymakers:

We all know the AI data-center build-out is a big deal. However, the true dimensions of that might surprise you.

According to The Wall Street Journal in its September 24th edition, the projected annual spending on infrastructure through 2032 is expected to average 3.6% of GDP. This is over 50% more than what was spent on railways during the post-Civil War boom, the second-greatest cap expenditure outlay binge in American history.

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