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AI-related investments contributed 67% to U.S. Q1 GDP growth, setting a record.
Mars Finance News, on May 8, according to data from Bespoke Investment Group, U.S. GDP growth in Q1 2026 was 2.0%, with software and IT equipment investment contributing 134 basis points, accounting for 67% of the total growth, the highest on record, highlighting that AI has become the main engine of U.S. economic growth.
Data shows that the five-quarter moving average of software + IT equipment investment contribution has recently surged significantly, about 10 basis points higher than the record high in 1999.