![This Week In AI Business: How AI Infrastructure Is Rewriting the Economy [Week #40-2025]](https://substackcdn.com/image/fetch/$s_!iwJn!,w_140,h_140,c_fill,f_webp,q_auto:good,fl_progressive:steep,g_auto/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F625092f5-b8bf-4843-9375-93affc33a405_2218x1408.png)
The massive infrastructure investments in data centers, power generation, and high-speed networks are not merely creating new capacity; they are enabling entirely new organizational models for how companies operate, where talent works, and how value is created across geography.
Three alternative economic models are emerging from this transformation, each offering a distinct vision of how AI infrastructure will reshape the spatial organization of the economy.
