AI Showed Up In A Big Way In 2025 GDP Data
In a Carson Group article, chief macro strategist Sonu Varghese argues AI investment is now a major force in US GDP: real growth was 2.2% in 2025 while AI-related hardware and software spending contributed about 36% of quarterly growth, and large tech firms' 2026 capex could reach $674 billion. He likens the boom to the railroad and internet buildouts but expects AI spending to continue, advising investors to tilt toward AI only within a diversified portfolio.
