BlockBeats News, July 12th, The Kobeissi Letter published an article stating that the current U.S. economy is becoming increasingly reliant on AI investment. AI investment currently accounts for over 25% of the U.S. GDP growth contribution, reaching a historical high. This investment includes software, IT equipment, R&D, and data center construction, among others.

In other words, for every $4 of economic growth in the U.S., over $1 is now driven by AI investment. At the same time, AI-related spending has risen to approximately 8% of the U.S. GDP, also hitting a historical record.

Comparatively, during the 2000 dot-com bubble, peak IT equipment, software, and R&D spending as a percentage of GDP was about 6.5%. Today, the U.S. economic growth is increasingly revolving around AI.