How Much Did AI Spending Contribute To First-Half GDP? What About Q3?
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AI spending significantly contributed to GDP growth in the first half of 2025, with AI-related expenditures adding about 1.64 percentage points to Q1 and 0.97 percentage points to Q2. Without AI, Q1 GDP would have contracted by 2.2% instead of 0.6%, and Q2 would have expanded by 2.8% instead of 3.8%. The BEA has delayed Q3 GDP stats due to a government shutdown, with updates expected by December 23.
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