For the U.S., the stakes of this transition are uniquely high. As a primary hub for the global AI infrastructure boom, the U.S. is poised to capture a significant portion of the projected $3 trillion in data-center-related investments over the next five years, as projected by Moody’s. However, this leadership comes with a steep entry fee: massive demands on power grids and digital connectivity that require enormous spending before productivity gains ever hit the bottom line.
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Cloudflare chief technology officer Dane Knecht wrote in reply to Graham’s post that he agreed with Graham, linking back to a post he made earlier this year in which he claimed taste will be the differentiator in engineering in 2026.
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