3 articles
U.S. data-center investment has surged more than 300% in three years, far outpacing all other commercial construction categories. New data shows AI-related spending contributed most of U.S. GDP growth in early 2025.
New economic data reveals AI hardware and software investments accounted for more than 90% of U.S. GDP growth in early 2025, while most other economic sectors stayed flat. Warning signs include slower hiring, declining construction, and weakening consumer confidence.
UBS Research finds global AI capital spending remains modest compared to past investment booms, with current levels well below the threshold typically associated with historical bubble periods.
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Eseandre Mordi
Saad Ullah
Peter Smith
