AI investment accounts for 25% of US GDP growth, reaching a historic high

According to The Kobeissi Letter on the X platform, AI investment accounts for over 25% of US GDP growth, reaching a historic high. This investment includes software, IT equipment, research and development, and data center expenditures, with over $1 of every $4 growth in the United States coming from AI investment. At present, AI expenditure accounts for about 8% of US GDP, higher than the peak of IT equipment, software and R&D expenditure accounting for about 6.5% of GDP during the Internet foam in 2000.