---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000325253.md"
description: "Investments in AI hardware and software accounted for over 90% of all GDP growth in the first half of 2025.Everything else is essentially flat.Every other sector, every industry, is treading water.Unemployment has ticked higher, hiring has slowed.Construction is weakening, consumer confidence is falling as lower income households cut spending.The U.S  economy is now a two-track system.As economist Mark Muro notes: “This AI gold rush is generating all the excitement and papering over a drift in the rest of the economy.”Source: StockMarket.News"
datetime: "2025-11-26T01:25:59.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000325253.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000325253.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000325253.md)
author: "[StockMarket.News](https://longbridge.com/en/profiles/21806507.md)"
generator: "portal-rs"
---

# Investments in AI hardware and software accounted …


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**