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Noah Smith: U.S. GDP growth revised down for Q4 2025 as AI data center capex drives economy

Noah Smith: U.S. GDP growth revised down for Q4 2025 as AI data center capex drives economy
U.S. GDP cut, AI capex leads

U.S. GDP growth for Q4 2025 was recently revised downward, according to Noah Smith.

Smith states that the much-discussed "AI productivity boom" is no longer evident, at least for the moment. He argues that only capital expenditures on AI, particularly data centers, are currently supporting the U.S. economy.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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