Joey Politano on the AI Investment Boom and Trends in Economic Growth
Macro Musings with David Beckworth
AI's Economic Transformation
This chapter investigates the profound impact of artificial intelligence on the U.S. tech industry, shifting focus from software to necessary physical infrastructure like data centers. It highlights the surge in investment into GPU technology and large computer imports, driven by major tech firms' needs for robust energy resources. Furthermore, it examines the implications of economic policies post-pandemic, addressing how AI's rise parallels shifts in broader investment trends and the evolving U.S. economy.
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