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From Railroads to AI: Why Infrastructure Inflections Create Trillion-Dollar Markets
Gennaro Cuof · 2026-05-01 · via FourWeekMBA
From Railroads to AI: Why Infrastructure Inflections Create Trillion-Dollar Markets History’s biggest fortunes weren’t built on the infrastructure itself—they were built on what came after. As railroads enabled Sears and electrical grids powered General Electric’s appliances, today’s artificial intelligence infrastructure is setting the stage for the next trillion-dollar product category. According to analysis from “Qualcomm […] The post From Railroads to AI: Why Infrastructure Inflections Create Trillion-Dollar Markets appeared first on FourWeekMBA .

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