AI Is Everywhere, Yet Not in GDP Data—What Will Trigger the Inflection Point
AI has permeated every earnings call and boardroom deck, with enterprise generative AI spending reaching $30 billion to $40 billion in 2025, yet productivity statistics show almost no change. The only exception is data center construction: in 2025, hyperscalers invested more than $300 billion in data centers, chips, and power grids, which is already counted in GDP as private nonresidential fixed investment. The author believes AI will not take 15 years to show up in productivity data the way computers did, but only 5 to 8 years.
AI has permeated every earnings call and boardroom deck, with enterprise generative AI spending reaching $30 billion to $40 billion in 2025, yet productivity statistics show almost no change. The only exception is data center construction: in 2025, hyperscalers invested more than $300 billion in data centers, chips, and power grids, which is already counted in GDP as private nonresidential fixed investment. The author believes AI will not take 15 years to show up in productivity data the way com
Matched fieldsBody