January 9, 2026

AI Spend and GDP Growth

AI Spend and GDP Growth

Recent data from the US Bureau of Economic Analysis looking at AI contribution to US GDP indicates a sharp rise this year in AI-related economic growth. The figures, a quarter-over-quarter analysis from March 2023 to November 2025, indicate that after a high of approximately 0.75% in December 2023, AI-related contribution has been sitting between 0

by Dejan Pekic

9

January 2026

AI Spend and GDP Growth

Posted by Dejan Pekic

Recent data from the US Bureau of Economic Analysis looking at AI contribution to US GDP indicates a sharp rise this year in AI-related economic growth. The figures, a quarter-over-quarter analysis from March 2023 to November 2025, indicate that after a high of approximately 0.75% in December 2023, AI-related contribution has been sitting between 0 and 0.1% of GDP. From March 2025 to June 2025, however, that climbed from 0 to 1% – a significant acceleration.

AI contribution to GDP spans several areas, including computer equipment net exports, IT equipment, power, inventories, IP net exports, data centre and software, and research and development (R&D). In March, computer equipment net exports took the largest chunk of the contribution, followed by IP net exports. By June, that had switched to software and R&D.

These figures come off the back of a surge in AI spend in recent years, particularly in the US, which is leading the AI race. According to the World Economic Forum (WEF), the top cloud service providers, including Microsoft and Meta, are at the centre of an investment wave, giving the US more than 40% of global data centre capacity.

The WEF also observes that while tech employment is on the rise in Europe, the US has seen employment growth weaken, suggesting productivity benefits that may even outpace the computer revolution of the 1980s.

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The information in this blog is general in nature and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice before making any financial decisions.
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