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Analysis: The AI investment boom is about 1% of U.S. GDP, about half the share of GDP during the 1990s dot-com boom and comparable to the U.S. shale boom of the mid-2010s (Toby Nangle/Financial Times)

By Stacey D. WallsJanuary 11, 2026

Toby Nangle / Financial Times: Analysis: The AI investment boom represents about 1% of U.S. GDP, about half the share…