Homrich & Berg says AI capex rises to 2.5% of US GDP, topping prior investment booms
Reuters2026/08/12 17:10- Homrich & Berg flagged AI as the largest U.S. investment boom in 150 years, with AI capex set to dominate recent cycles.
- AI capex reached 1.3% of GDP in 2025, projected to rise to 2.5% this year.
- That trajectory tops the telecom and fiber boom near 1.1% of GDP, set to exceed the late-1800s railroad peak near 2.2%.
- S&P 500 earnings growth has averaged nearly 20% during the AI boom, outpacing prior investment cycles.
- AI-focused companies contributed 60% of total S&P 500 earnings growth over the period.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Japanese Yen: Carry unwind supports gains against US Dollar - ING
Wall Street Brings the French Election to the Betting Table! Goldman Sachs and Deutsche Bank Package French Bank Debt, AT1 Bonds Become New Chips
Wall Street is turning next year's French presidential election into an investment strategy for traders, regardless of their expectations for the election outcome.
ABM Q3 FY26 GAAP net income rises 19% to $49.7 million; revenue climbs 4.2% to $2.3 billion
Kalshi's $400 million-plus monthly commodity trade volume outpaces early crypto growth
Crypto prices
More
