AI spending is booming, and it’s showing up in the numbers. Recent GDP revisions show stronger-than-expected growth across sectors tied to cloud computing, semiconductors, and data infrastructure. In short, artificial intelligence is doing a lot of the heavy lifting for the U.S. economy.
Tech companies are expanding data centers, hiring AI talent, and investing billions into model training and deployment. This wave of spending has become its own growth engine, driving demand for energy, chips, logistics, and skilled labor.
But some economists warn that it’s not a permanent fix. Consumer demand and manufacturing output are still cooling. Without broader productivity gains, this AI-driven surge could look more like a sugar high than a foundation for sustainable growth.
At Bergenstone, we view AI as both catalyst and challenge. It’s an engine for innovation, but it also pushes industries to adapt faster than their infrastructures can handle. The real winners will be those who connect the dots between data, decision-making, and discipline.
The takeaway: AI might be fueling growth today, but strategy, not hype, will decide who’s still standing tomorrow.
