AI spending added 0.9 points to third-quarter US GDP growth
A cryptobriefing.com article by Diego Almada Lopez reports, citing Morgan Stanley's analysis, that AI spending added 0.9 points to third-quarter 2026 annualized US GDP growth of 3.4%, with more than three-quarters of that coming from infrastructure like data centers and chips rather than applications. Morgan Stanley estimates hyperscaler capital expenditures at $800–900 billion in 2026, climbing past $1 trillion in 2027.
