Brave New Autonomous World Takes Shape On America's Highways

Brave New Autonomous World Takes Shape On America's Highways Wall Street remains hyper-focused on whether the hyperscalers' AI-driven data center buildout, now approaching $700 billion and roughly 10 times 2020 levels, will ultimately generate enough returns to justify the massive spending boom. Goldman analysts, led by Mark Delaney, focused on the "impact of AI on profit pools" and, more specifically, on the incremental profit AI-enabled initiatives in the transportation space could ultimately generate. The good news is that nearly a year after Delaney's June 2025 note to clients, his team found that...