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Institution: The US economy has not declined as expected, and AI may be a major contributor.
On July 23, Jin10 reported that, according to foreign media analysis, for the second time in three years, external worries about a U.S. economic recession have been confronted by reality. This time, the surge in artificial intelligence (AI) may be a major contributor. As generative AI enters its third year, its financial impact is no longer limited to the stock prices of chip manufacturers. The explosive growth in data center construction and overall capital expenditures is astonishingly "beautifying" U.S. GDP data. Jason Thomas, chief investment strategist at Carlyle Group, pointed out that this capital expenditure represents an effective re-industrialization of U.S. companies, shifting their focus from software and intangible assets to investments in factories, machinery, and energy, which is unprecedented. The impact on GDP is enormous. Thomas estimates that AI-related expenditures alone could account for one-third of the U.S. GDP growth rate in the second quarter of this year. Moreover, orders in related industries continue to expand at an annual growth rate of over 40%.