AI Data Insight

In 2025, the contribution of US "Private Investment in Equipment and Software" to GDP jumped to 0.42%, a significant acceleration from 0.18% in 2024, marking a new high in recent years. This wave of growth is primarily driven by Hyperscalers' AI infrastructure and equipment procurement spurred by the CHIPS Act. Market consensus expects this momentum to continue into 2026, supporting continued economic expansion.

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