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Abiel Reinhart
Member of the U.S. economics team at JPMorgan who researches macroeconomic effects of technology and AI-related capital expenditure and discusses implications for growth and productivity.
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Sep 23, 2025
• 27min
Global Data Pod Research Rap: The growth effects of AI capex
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Abiel Reinhart, a member of JPMorgan's U.S. economics team, dives into the recent surge in tech investment and its influence on U.S. GDP growth. He reveals that tech spending accounted for a significant portion of growth in early 2025, but cautions that this rate may not last into 2026. Discussions cover the implications of mismeasuring tech investments, the impact of AI on productivity, and how U.S. imports benefit certain countries like Taiwan. Abiel also addresses the discrepancy in payroll growth and forecasts a slower pace for future capex despite high spending.
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