AI Investments Reach $3 Trillion, Debt Increase Concerns
It is reported that global investments in artificial intelligence infrastructure have exceeded 3 trillion dollars. This rapid growth is drawing the attention of economists, alongside the increase in public debts.
AI Infrastructure Investments at Record Levels
The global economy is facing an unprecedented wave of investment to build the infrastructure for artificial intelligence technologies. According to Bloomberg's analysis, the total investment volume in this field has now exceeded $3 trillion. Spending on data centers, high-performance processors, and energy infrastructure forms the basis of this figure.
Debt and Economic Risks on the Agenda
This massive investment push is being evaluated alongside the increase in public debt, in particular. Experts from the Cato Institute point to a budget deficit of approximately 6% of Gross Domestic Product (GDP) despite low unemployment rates. Some projections suggest that if the current pace of borrowing continues, total debt could reach $50.9 trillion within five years.
According to economic analyses, there is a financing gap of approximately $3.5 trillion. This figure is equivalent to almost 8% of global GDP and is at a level three times the deficits seen in previous economic cycles.
Developments in the Technology and Finance Sectors
This explosion in AI investments is also closely relevant to the technology and finance sectors. Companies operating in payment systems and digital commerce, such as Klarna, are adapting to this transformation by supporting universal commerce protocols. These developments show that the AI economy may not be limited to infrastructure alone, but could also fundamentally change trade and payment systems.
Economists emphasize that the current situation is different from past economic cycles. High budget deficits persisting despite low unemployment and the private sector's aggressive investments in technology are creating new challenges for policymakers. It is stated that debt will reach $48.9 trillion in five years under long-term interest rates, but if a rapid increase like in recent years occurs, this figure could reach $50.9 trillion.
Detailed analyses on the subject are available in Bloomberg's publication titled 'AI's $3 Trillion Buildout Spurs Debt Boom' and in the article 'Why This Economic Cycle is Different' on the 'A Wealth of Common Sense' platform.
