AI-led tech spending is driving a growing share of U.S. growth, with technology capex adding about 0.9 percentage points to GDP while other private capex subtra

AI-led tech spending is driving a growing share of U.S. growth, with technology capex adding about 0.9 percentage points to GDP while other private capex subtracts roughly 0.5, Lance Roberts says. Strip out data center buildouts, and the wider economy looks quiet.