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Research Suggests AI Capital Expenditure Accounts for Nearly One-Fifth of US Q4 GDP Growth
2 day ago /
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Author：小编
A new analysis report from Pantheon Macroeconomics points out that within the US GDP growth, the capital expenditure in the artificial intelligence sector and the 'wealth effect' brought about by the rise in tech stocks have made significant contributions. Analysts Samuel Tombs and Oliver Allen stated that AI capital expenditure accounts for nearly one-fifth of the 2.2% year-on-year GDP growth in the fourth quarter. Additionally, the market value of the 'Magnificent Seven' tech stocks held by US households increased by $3.8 trillion in 2025, driving a 0.4 percentage point increase in consumption in the fourth quarter and contributing 0.3 percentage points to GDP growth.
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