AnalysisBusinessOctober 2, 2026

Ed Zitron: AI data center build-out drives US GDP, not AI itself

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AI investment is projected to hit 1.9% of US GDP in 2026 per Goldman Sachs estimates, the largest single-industry build-out share since the late 19th-century railroad boom. Zitron argues the figure reflects data center construction and GPU sales, not revenue from companies renting AI compute.

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