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  1. Putting the US AI boom(let) in perspective - Financial Times

    Jan 8, 2026 · Regardless of the disagreement, both agreed that the US economy was at risk should AI boom turn to AI bust, and MainFT’s Unhedged covered the whole shebang in real time.

  2. Tracking AI’s Contribution to GDP Growth | St. Louis Fed

    4 days ago · This analysis suggests recent investments in AI-related categories have contributed significantly to the real U.S. economic growth in the first nine months of 2025.

  3. U.S. GDP growth is being kept alive by AI spending 'with no ...

    Dec 23, 2025 · Traders seem to be pretty happy about where the U.S. economy is going. But some analysts are starting to worry about how much of that growth is concentrated in AI.

  4. Is AI already driving U.S. growth? | J.P. Morgan Asset Management

    Discover how artificial intelligence (AI) is driving U.S. economic growth in 2025, with record investments in data centers, tech hardware, and infrastructure. Explore the impact of AI on …

  5. Economy | The 2025 AI Index Report | Stanford HAI

    Corporate AI investment reached $252.3 billion in 2024, with private investment climbing 44.5% and mergers and acquisitions up 12.1% from the previous year. The sector has experienced …

  6. AI infrastructure boom masks potential U.S. recession ... - CNBC

    Oct 14, 2025 · A surge in artificial intelligence infrastructure spending is lifting GDP and driving market optimism, but some experts warn the boom could be concealing underlying economic …

  7. Nearly all US growth in 2025 tied to AI and data center ...

    Oct 9, 2025 · Investment in data centers and information processing technology has taken center stage in the growth of the US economy this year, setting new benchmarks and prompting …