BREAKING: US private fixed investment in information processing equipment and software is now up to a record 5.05% of US GDP.

This figure has increased +1.08 percentage points since Q3 2023.

Over this period, these investments have surged +$531 billion, to a record annual rate of $1.65 trillion.

By comparison, this percentage peaked at 4.46% in Q4 2000, before the 2001 recession.

Investment in information processing equipment and software has more than doubled since Q1 2018.

The scale of America's AI spending boom is unprecedented.

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