7h ago

The Economist attributes most recent US GDP growth to AI-hardware investment, with that category indexed above 140 by 2026 while overall GDP stays near 100.

Separate note shows AI fixed investment at 5.46 percent of GDP.

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Original post

The Economist shows US growth is overwhelmingly due to AI. BBB helped, but immigration crackdowns and tariffs hurt. Manufacturing construction down 20%. "Without the deadweight of the MAGA tax, in other words, America might be rocketing ahead at nearly 5% annualised growth"

8:00 AM · May 20, 2026 View on X
The Economist attributes most recent US GDP growth to AI-hardware investment, with that category indexed above 140 by 2026 while overall GDP stays near 100. · Digg