Kevin Hassett, director of the White House National Economic Council, stated that the US economy could maintain growth even if the expansion of data center construction slows down. This perspective emerges as the administration faces increasing local resistance and potential state-level moratoriums on new infrastructure projects.
Hassett projects that AI-related investments in the US could total $10,3 trillion between 2025 and 2032. This figure represents an annual average of 3,63% of the national GDP. Despite market volatility, he maintains a GDP growth forecast of approximately 4%, provided no external shocks occur.
The scale of existing infrastructure is substantial, with 5 427 data centers recorded in the US at the end of 2025. Thousands of additional projects are currently in various stages of development. However, many face financial viability concerns due to high debt yields and shifting political conditions.
Texas plays a critical role in this sector, accounting for roughly 25% of the national AI infrastructure pipeline according to Goldman Sachs. Consequently, policy decisions within individual states, such as Texas, could significantly influence national investment figures and the overall pace of capacity expansion.
