The spending on artificial intelligence centers is so huge that it is now two-thirds of GDP-and the American economy can disrupt

But this great American consumer has slow seasons, and it seems that the summer of 2025 is one of them. There are many interconnected factors, which are, The growth of the last jobs Now it appears much smaller than previously thought and the effect of artificial intelligence (AI) on the workforce. But these huge rectangle boxes, huge data centers that grow all over the country, appear as giant magnets for the dollar in a way that competes with spending on consumer.

Giant technology companies have spent a lot on databases in 2025 so that their spending now contributes to American economic growth more than consumer spending, which has long been considered the nation. Economic engine. If you take a reasonable assumption that spending on data centers is equivalent to the capitalist expenses of Amnesty International, which was defined as the capital scattered in information processing equipment and its programs, the pattern is clear: a lot of money flows into one focused area, and as a result of that.

Microsoftand Googleand AmazonAnd Dead Do major companies invest in amazing levels to create and upgrade data centers that support Asy demand for artificial computing power, with those four companies alone Predicting 364 billion dollars From the capital investment in 2025. Completely, the “wonderful technology giants” spent more than 100 billion dollars on the data center projects in the past three months only, such as Calculated Wall Street MagazineChristopher Memes.

All this spending must have an impact on the estimates of the economy analyst from the macro Renaissance research that until now in 2025, the value of the dollar has contributed to the growth of GDP through spending on the AI data center that has exceeded the total impact of all spending on American consumers – the first time that this happened at all.

To date, AI Capex, which we define as information processing equipment in addition to the GDP program added more than consumer spending. pic.twitter.com/d70fx2LXAW– Renmac: Renaissance Macro Research (@renmaclc) July 30, 2025

Or, as Rusty Foster, the author of the media code, widely read Today in tabsHe puts it: “Our economy may be three Amnesty International Data Data Centers in a trench coat.” This remembers the classic comedy device for many children who wear a long jacket, pretending to be adults, as it was photographed in an unimaginable way in Netflix’s Bojack Horsemanwhen “Vincent adult“I successfully maintained the illusion of several dates with Princess Caroline. But then the bubble appeared, or the trenches came out.

Why is this happening now?

Many forces lead this unprecedented investment wave. The prosperity in the artificial intelligence and the advanced large language models – technology that requires huge amounts of computing resources – have forced forced technology giants to increase its physical infrastructure quickly. Data from McKinsey Projects between 2025 and 2030, companies around the world will need to invest a Wonderful 6.7 trillion dollars In the ability of a new data center to keep pace with the demand for artificial intelligence.

At least ten times the AI Data Center has grown since 2022, with Business blogger, Paul Kerusky With an estimate that it is close to 2 % of the total GDP in the United States itself. “Honey, AI Capex Eat the Economy,” writes, on the pretext that AI Capex is so large that it “affects economic statistics, enhancing the economy, and starting to deal with the railway boom.”

Torsten Slok from Apollo Global Management, without going into the Capex Capex question, collected research showing that The mutation of artificial intelligence exceeded the market value of technology mutation in the late 1990sIt became known as “Dotcom Bubble” after the explosion of speculative obsession and stagnation.

Kedrosky is a similar point, as it contradicts the CAPEX mutations of financial history, especially the 2020 communications boom related to 5G/fiber/fiber technology and railway boom in the nineteenth century where the United States adopted a revolution in transportation. “Capital expenses on artificial intelligence centers are likely to be about 20 % of peak spending on railways, as a percentage of gross domestic product, and still rises quickly.” “We have already passed decades of peaks in spending on communications during the Dot-Com bubble.” Noah Smith, an economy that is widely read, He asks the clear question: “Will the economy data centers be disrupted?”

This increase in technological investment was deep consequences. Without the construction of the AI data center, the gross domestic product may have actually contracted in the face of the uninterrupted macroeconomic conditions, and therefore the data center spending may have led to the postponement of the delay-recession.

Money that is in the infrastructure of Amnesty International is transferred from other sectors, including investment capital, traditional manufacturing, and even startups facing the consumer. Unlike historical infrastructure mutation such as railways or communications, artificial intelligence databases are short-term, quickly decreasing, and require continuous promotions of devices-this mode of investment may remain volatile and capital pleasure for years to come.