The narrative presents a compelling case for the AI-driven construction boom as an economic lifeline, but it also reveals fragility beneath the surface. The strongest version of this story—what we might call the "AI infrastructure as inevitable progress" steelman—highlights tangible investments: Nvidia’s revenue projections, Amkor’s semiconductor expansion, and Southern Co.’s power grid upgrades. These are real, capital-intensive projects creating jobs and positioning the U.S. as a leader in tec...