These debt-funded projects create “indirect but potentially material” exposure to fiscal risk, the analysts wrote. Beyond infrastructure, governments will have to plan for labor disruptions and related social support. The IMF estimates 40% of global jobs—and 60% in advanced economies—are exposed to AI, particularly high-skill roles, potentially eroding payroll taxes while spiking demand for reskilling and safety nets.
Officials said Isaacman had discussed accelerating lander development with both SpaceX and Blue Origin and that both were on board. He also discussed the accelerated Artemis overhaul with Boeing, which manages the SLS rocket and builds its massive first stage; with United Launch Alliance, builder of the rocket's upper stage, Orion-builder Lockheed Martin and other Artemis contractors.
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