2026-01-11
Financial Times
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Analysis: the AI investment boom represents ~1% of US GDP, roughly half the GDP share during the '90s dot-com boom and comparable to the mid-2010s US shale boom
US economist Jason Furman caused a bit of a kerfuffle in 2025 when he estimated that investment in information processing equipment & software …
2025-10-08
Fortune
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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 …
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