White House AI Advisor: Halting AI Equals Halting US Economy, Q1 GDP Growth Driven 75% by AI

According to monitoring by Dongcha Beating, David Sacks, the White House AI and Crypto Affairs Advisor, commented after sharing Morgan Stanley’s latest capital expenditure report that AI investment has a greater impact on US GDP growth than commonly perceived, contributing approximately 2.5% this year and over 3% next year. Q1 data has already shown that AI-related investments accounted for about 75% of the US GDP growth. His conclusion is that while polls indicate AI is unpopular, economic growth is favored, and stopping AI now equates to halting the US economy. Sacks believes that even these figures underestimate the actual impact for two reasons: Morgan Stanley’s metrics only cover five major cloud providers, excluding investments from startups and other companies in AI; capital expenditure only accounts for the money spent on building ‘token factories,’ and the economic activities produced in these factories are not included. He argues that the return on investment from capital expenditures will ultimately far exceed the expenditures themselves. The Morgan Stanley data he shared shows that the capital expenditure forecast for the five major cloud providers (Amazon, Alphabet, Meta, Microsoft, Oracle) has been raised from $765 billion to approximately $805 billion for 2026, and from $951 billion to $1.1 trillion for 2027.