3 % GDP growth per annum is pretty damn good if you can get it. Anything above inflation, adjusted for population, is good. Unlikely for the US at the moment, though, with negative real rates inspiring various assets bubbles including tech stocks.
As the article suggests the predictions sound like a lot of wishful thinking. If investment in one area really does outstrip GDP for any period of time it can only mean either investing less in other areas or simply importing all the equipment. Also, how do such predictions square up with the cloud utopians who promise cheaper hardware?