AI investment impact on U.S. GDP 
Spending on information-processing equipment surged to 36.1% (up from 8.8% previously), led by stronger outlays for computers, peripheral devices, and communications equipment (positive contribution of 0.65ppt).
*Note: Within structures, investment in data centers also picked up, accelerating to 27.3% from 26.2% previously.
Spending on software also surged to +7.1% (v +3.6% prior) leading to a positive contribution of 0.17ppt.
Over the past 4 quarters (moving average), AI investment contribution to GDP gained traction. Momentum is expected to accelerate in 2026 with capital expenditures of largest Tech Cos almost reaching 700 billion (based on recent estimates).
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