According to the Peterson Institute for International Economics, cited by Euronews, AI investment and infrastructure account for roughly a fifth to a third of U.S. growth, or 0.45 to 0.97 percentage points of the 2.1% to 2.3% expected in 2026.
The estimate shows why a pullback in AI spending is a macroeconomic risk, not just a tech-sector one, and why Wells Fargo's Ohsung Kwon framed capex as roughly 2.4% of GDP in the first quarter. The range is wide, so the figure should be read as indicative.
Source: Euronews