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.

Interested in global economic news? At Newealth, we stay on top of what’s happening to ensure you have clear and comprehensive financial planning.

Read More.

 

General Advice Warning:

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.
Newealth Pty Ltd ABN 61 091 100 275 | AFSL 231297

Related Posts

  • Families Moving Overseas for Debt-Free Living

    A young Aussie family sold up and moved to Tuscany. Here's what their story reveals about the housing market.

    Published On: August 13th, 2026By

  • Housing Market & Affordability: What’s Really Happening

    While the RBA held the cash rate at 4.35% in June, three successive rises earlier in the year – in tandem with major changes to CGT and negative gearing – continue to influence the property market. What you may be seeing are headlines around reducing borrowing power and falling property values. The situation is a little

    Published On: August 7th, 2026By

  • JPMorgan Guide to the Markets Australia

    According to JPMorgan’s ‘Annual equity returns and intra-year declines’ data released on 30 June, the average ASX 200 intra-year drop over the past 32 years was 13.8% (median 11.5%). While that might seem alarming, what is interesting is what happens afterwards. Despite that recurring mid-year drop, the ASX 200 has still finished the calendar year

    Published On: July 24th, 2026By

Sign Up

Sign up to receive clear insights on market trends, along with practical financial, investment and lifestyle guidance to help you make confident decisions.

Newealth helps professionals, executives and families plan, invest and protect their long-term financial future.

The CFP® Certification Program is the highest designation in financial planning worldwide. It comes coupled with commitment to the highest ethical standards and sets CFP® professionals apart from the rest.

Address
Level 10, 276 Pitt Street
Sydney NSW 2000
P: +61 2 9267 2322

General Advice Warning: The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Go to Top