Aug. 6 at 9:26 PM
AI has become the backbone of US economic growth.
Private business investment in AI-related categories jumped +
$300 billion YoY in Q2 2026, or +25%, to a record
$1.5 trillion annualized rate.
The surge was driven primarily by investment in computers and peripheral equipment, followed by communication equipment, software, and data centers.
This metric has now surged +
$500 billion, or +50%, over the last 2 years.
Over this period, business investment in computers and peripheral equipment has more than doubled.
Meanwhile, direct AI investment now accounts for 25% to 33% of recent US GDP growth.
AI investment is now fueling the US economy.
$PLTR $ANET $CSCO $WDC