AI spending contributed 63% of US GDP growth in first half of 2025

AI spending significantly impacted the U.S. economy in the first half of 2025, contributing approximately 1 percentage point to the 1.6% growth rate of the Gross Domestic Product (GDP). This indicates that around 63% of the economic growth during this period was driven by investments in artificial intelligence, marking the highest recorded contribution from AI to GDP growth.

According to the Kobeissi Letter, without the influence of AI, the U.S. economy would likely be contracting at this time. The data underscores the increasing importance of AI investments in bolstering economic performance.

For further context on recent developments in the economy, see how the Magnificent 7 stocks reached over $20 trillion, accounting for 35% of the S&P 500.

This information highlights the ongoing trends in economic growth and investment strategies within the United States.