AI Investments Contribute Over 25% to U.S. GDP Growth, Hitting Historic High on July 12

According to The Kobeissi Letter, on July 12, AI investments contributed over 25% of U.S. GDP growth, reaching a historic high. For every $4 of economic growth, over $1 now comes from AI-related spending. AI-related expenditures, including software, IT equipment, research and development, and data center construction, now account for approximately 8% of U.S. GDP, also a record level.
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