AI spending wasn't the biggest engine of U.S. economic growth in 2025, despite popular assumptions

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Why This Matters

A recent report suggests that AI spending may not be the primary driver of U.S. economic growth, as a significant portion of high-tech equipment is imported, potentially underestimating the actual value of AI in GDP.

Market Impact

Market impact analysis based on neutral sentiment with 70% confidence.

Sentiment
Neutral
AI Confidence
70%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

The GDP value of AI is smaller than it might appear given that a lot of high-tech equipment is imported, according to a recent MRB Partners report.

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Original article published by CNBC on January 26, 2026.
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