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AI Infrastructure Impact

Track how AI data center buildouts are reshaping power grids, labor markets, and AI product roadmaps in 2025.

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Supply Chain Ripples and Local Job Creation

Chips, fabs, and specialist hardware#

  • Export data from Taiwan’s customs office shows that shipments of AI accelerators (H100-class GPUs) more than doubled year over year in Q1 2024, contributing to a national export rebound.
  • ASML’s order backlog remained above €39 billion in early 2024, driven by immersion and EUV tools needed for AI-grade semiconductors.

Construction, incentives, and tax revenue#

  • In April 2024 Microsoft announced a $3.3 billion campus in Mount Pleasant, Wisconsin, projecting 2,300 construction jobs and 2,000 permanent roles to support AI and cloud services.
  • Loudoun County, Virginia (“Data Center Alley”) reported $663 million in local tax revenue from data centers in FY2023, funding schools and transportation projects.
  • States such as Georgia and Texas are pairing tax abatements with commitments to build on-site renewable energy or battery storage, reflecting how infrastructure deals now bundle community benefits and sustainability clauses.
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