AI capital expenditures contribute 0.5% to U.S. GDP growth Pantheon Macroeconomics: Technology equipment and software investment will become a new engine for the economy
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Pantheon Macroeconomics pointed out that artificial intelligence (AI) plays an important role in U.S. economic growth, and it is expected that by the first half of 2025, AI-related investments will contribute approximately 0.5 percentage points to U.S. GDP growth. This growth mainly comes from investments in the computer, communication equipment, and software industries, particularly upgrades to data centers and power infrastructure. Despite the increase in data center spending, it still accounts for only 0.1% of GDP. The continued growth of software and technology equipment is the main factor driving the acceleration of the economy
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