AnalysisBusinessOctober 2, 2026

Ed Zitron: AI investment to hit 1.9% of US GDP in 2026

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Goldman Sachs estimates AI investment will reach 1.9% of US GDP in 2026, the largest single-industry build-out since the 19th-century railroad boom. Zitron argues the figure is almost entirely data center construction and GPU sales, not revenue from renting AI compute.

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