New Technology / Innovation Policy
Follow innovation policy, technology regulation, industrial strategy and institutional decisions shaping the future of new technology.
The Great Acceleration 3 Takeaways | Big Ideas 2026
Topic
Great Acceleration Takeaways
Key insights
- This is an investment cycle in technology that is unprecedented in history
- This investment cycle will exceed even the build out of the railroad in the late 1800s
- Data centers are driving GDP growth today
- Returns on data centers, AI software, and robot taxis will drive GDP growth into the future
- GDP growth average over the course of this decade will exceed 7% real
- Innovation exposed equities will dominate market capitalization by 2030, exceeding 60%
Perspectives
short
Proponents of the Great Acceleration
- Highlights unprecedented investment cycle in technology
- Claims GDP growth will exceed 7% real over the decade
- Argues data centers and AI software will drive future GDP growth
- Proposes innovation-exposed equities will dominate market capitalization by 2030
- Warns investors to get well exposed to innovation during this business cycle
Metrics
gdp_growth
exceed 7% real
average GDP growth over the course of this decade
Indicates strong economic performance and potential investment opportunities.
GDP growth average over the course of this decade will exceed 7% real.
Key entities
Timeline highlights
00:00–05:00
An unprecedented investment cycle in technology is expected to transform GDP growth, surpassing historical benchmarks like the railroad expansion. Data centers, AI software, and robot taxis are projected to significantly contribute to GDP growth, with innovation-driven equities dominating market capitalization by 2030.
- This is an investment cycle in technology that is unprecedented in history
- This investment cycle will exceed even the build out of the railroad in the late 1800s
- Data centers are driving GDP growth today
- Returns on data centers, AI software, and robot taxis will drive GDP growth into the future
- GDP growth average over the course of this decade will exceed 7% real
- Innovation exposed equities will dominate market capitalization by 2030, exceeding 60%