AI-related Investment Contributes 67% to US Q1 GDP Growth, Setting a Historic Record

BlockBeats News, May 8th, according to Bespoke Investment Group data, the US GDP grew by 2.0% in Q1 2026, with software and IT equipment investment contributing 134 basis points, accounting for 67% of the total growth, the highest in history, highlighting that AI has become the primary driver of the US economic growth.

The data shows that the 5-quarter moving average of software + IT equipment investment contribution has recently surged significantly, surpassing the 1999 record by approximately 10 basis points.