[Analysis: AI Investment Accounts for 25% of U.S. GDP Growth, Reaching a Record High, with Economic Growth Centered Around AI] According to disclosures by The Kobeissi Letter on the X platform, U.S. economic growth is now entirely centered around AI. AI investment currently accounts for over 25% of U.S. GDP growth, setting a historic record. This includes spending on software, IT equipment, R&D, and data centers. In other words, for every $4 of growth in the U.S. today, more than $1 comes from AI investment. Meanwhile, AI spending now represents a record-breaking approximately 8% of U.S. GDP. By comparison, spending on IT equipment, software, and R&D during the peak of the dot-com bubble in 2000 accounted for about 6.5% of GDP.