AI and the US economy: Q&A

How much of US growth is powered by AI?

U.S. companies are investing enormous sums in building the infrastructure for artificial intelligence (AI). Since AI is not yet a separately reported component of the national accounts, corporate spending on AI must be estimated based on investments in computers, software, data centers, and similar AI-related expenditures. For example, real investment in IT rose at an average annualized rate of nearly 25% over the eight quarters through Q3 2026. These investments by U.S. companies increase the U.S. economy’s real gross domestic product (GDP). Over the past eight quarters, AI investments have made a significant contribution of 0.9 percentage points to the average economic growth rate of 2.3%.

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