2025-10-08
“Absent the AI boom we would probably have lower interest rates & electricity prices, thus some additional growth in other sectors. In very rough terms that could maybe make up about half of what we got from the AI boom.”
Fortune
Harvard economist Jason Furman estimates that investments in data centers and information-processing software accounted for 92% of the US' GDP growth in H1 2025
U.S. GDP growth in the first half of 2025 was almost entirely driven by investment in data centers and information processing technology …