The AI boom is no longer just an equity-market story. It’s s

Against Wall Street2026/09/06 15:50:10

The AI boom is no longer just an equity-market story. It’s showing up in US GDP AI/data-center related investment contributed roughly 0.52pp to US GDP growth in 2025 In H1 2026, that contribution is now around 0.6–0.7pp per quarter That’s roughly 35–45% of total GDP growth And we’re still early AI capex → power → data centers → compute → GDP The physical AI buildout is becoming the economy $NVDA $IREN $MU $NBIS $SNDK

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