Build the infrastructure, build the AI boom

America’s economic rebound despite tariffs during the second quarter is not a mystery — it was all dependent on artificial intelligence and data center construction.

Real GDP grew at a brisk 3.8% annualized in Q2 2025 and is expected to grow at least 2.5% in Q3 (almost 4% again according to Atlanta’s GDP Now), but the blunt truth is that the U.S. expansion increasingly rides on high-end consumers spending and more importantly on artificial intelligence and the physical plants that power it: data centers, substations, high-voltage lines, and the skilled trades who make these massive assets perform.