🔥 AI is now a real slice of the U.S. economy
Spending on IT equipment and software — powered largely by AI — has climbed to 4.5% of U.S. GDP, a record level.
Since Q3 2023:
→ Investment has jumped $288B (+26%)
→ Total spending sits at an all-time high of $1.39T
This isn’t a trend fueled by headlines.
It’s long-term capital being locked in.
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