The AI Boom: Reshaping the Global Economy

According to Bloomberg's daily economic newsletter, the revival of artificial intelligence is leading to a massive absorption of global resources, from energy and real estate to talent and investments, in a transformation that is reshaping the entire global economy. The report highlights how the increasing demand for AI is driving the consumption of vast amounts of electricity, with data centers' energy consumption expected to reach 8% of the U.S. total by 2030, up from 3% currently, which intensifies pressure on electrical grids and accelerates the shift towards renewable energy. The boom is also affecting the commercial real estate market, with major companies like Amazon and Microsoft purchasing entire buildings or constructing new facilities to accommodate AI servers, leading to rent increases of up to 20% in tech areas within a year. In the talent sector, the boom is attracting top engineers and scientists from other fields, with salaries reaching $500,000 annually for AI specialists, creating gaps in traditional industries such as healthcare and manufacturing. The report warns that this "absorption" could lead to cost inflation and economic bubbles, but it is also a growth driver projected to generate billions, with the AI market expected to reach $1.8 trillion by 2030.