“I've been saying for awhile that AI capex will be a 2% tailwind to GDP growth this year [2026]. In fact, according to a new report from Morgan Stanley, the numbers are even stronger — more like 2.5% this year and over 3% next year.”
Former White House AI and Crypto Czar; co-founder, Craft Ventures; All-In Podcast co-host
Resolves against the estimated contribution of AI-related capital expenditure to 2026 US real GDP growth (BEA investment contributions as tallied by Morgan Stanley/Goldman-style decompositions); Q1 2026 GDP grew 2.0% annualized with AI-related investment cited as the dominant contributor.