The US-led AI boom is offsetting the global growth squeeze from the energy crunch; ING says the boom accounts for about a third of recent US economic growth
THE SO WHAT
If ING is right that AI accounts for roughly one-third of recent US growth, then AI capex is no longer a side bet—it’s a macro driver that will keep attracting policy support and capital even through volatility. For operators, that means AI projects with clear productivity or revenue impact will have an easier time clearing internal hurdle rates than non-AI discretionary spend.
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