AI Capex and Accounting for US GDP Growth
Original Report
New estimates from Soto, Thieu and Allen: GDP growth in Q1 was 1.6% q/q AR, while netting out imports, the contribution from AI related investment was estimated at 0.63 ppts. The other components of...
New estimates from Soto, Thieu and Allen: GDP growth in Q1 was 1.6% q/q AR, while netting out imports, the contribution from AI related investment was estimated at 0.63 ppts. The other components of GDP accounted for 0.97 ppts. Hence, considering imports, spending on AI capex accounts for considerable growth. Obviously, this is a mechanical […]
Glass House Analysis
International economic policy has concrete impacts far beyond diplomatic circles. Tariffs show up in the price of goods at stores, supply chain disruptions affect whether products are on shelves, and trade tensions can mean job losses in export-dependent industries. The globalized economy means that decisions made abroad can affect workers and consumers domestically.
The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.
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