(Seoul=Yonhap Infomax) Young Tae Seo—An optimistic outlook has emerged for US artificial intelligence (AI) infrastructure and reshoring, driven by expectations that a second Trump administration would implement policies to spur investment.


Kang Jae-gu, a researcher at Hana Securities, stated in a report on the 25th, “We maintain a positive view on AI infrastructure and reshoring.” Hana Securities anticipates that the Trump administration will continue to prioritize the development of the AI industry through 2026.


Kang noted, “President Trump, through tariff pressure, has attracted investment plans totaling approximately $9.6 trillion (about 14,000 trillion won) from countries and companies worldwide,” adding, “These plans are primarily related to AI infrastructure and reshoring.”


In fact, AI data centers are currently driving construction indicators. According to Dodge Momentum Index, a US private construction research firm, both the construction planning index and the construction start index are at historic highs, with data centers serving as the main driver for both indices.


Non-building construction starts in October also showed robust growth, rising 59.3% from the previous month to $645 billion. Utilities related to AI, such as electricity and gas, led the surge, jumping 384.5% month-on-month.


President Trump could further pressure companies to execute investment plans. This is aimed at demonstrating that his strategy of leveraging tariffs to attract investment is superior to the Biden administration’s approach of promoting reshoring through subsidies.


“The Trump administration may encourage countries and companies worldwide to implement planned investments next year to secure a midterm election victory,” Kang added.


ytseo@yna.co.kr


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