>>Technically, as Furman notes, investment in information-processing equipment and software was only 4% of U.S. GDP for the first half of 2025, yet it also accounted for fully 92% of GDP growth over that period. Furman added it’s probably not the case the U.S. economy would have recorded almost no expansion at all absent this buildout, reasoning that “absent the AI boom we would probably have lower interest rates [and] electricity prices, thus some additional growth in other sectors.<<
https://finance.yahoo.com/news/without-data-centers-gdp-growth-171546326.html
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