Tracking AI’s Contribution to GDP Growth _ St. Louis Fed

2026

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This analysis quantifies the significant contribution of AI-related investments to real GDP growth in 2025, surpassing the dot-com era's IT boom.

* Examines the impact of AI investment categories (information processing equipment, software, R&D, data centers) on real GDP growth.
* Compares the current AI investment boom with the dot-com era's IT investment surge.
* Analyzes the contribution of these categories to GDP growth in 2025, highlighting their role in preventing sharper contractions and accounting for a substantial share of overall growth.

Tags: AI, GDP growth, investment, technology, economics

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