In 1H25, AI-related Capex contributed as much as consumer spending to GDP growth
This line chart tracks the contribution to U.S. real GDP growth from Personal Consumption Expenditure (PCE) compared to Investments in Software and Information Processing Equipment from 2022 to 2025. By mid-2025, the contribution from software and information processing equipment investment converged with consumer spending contribution at approximately 1.1 percentage points.
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