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Computer equipment investment outpaces earlier dot-com levels, Eric Basmajian notes

Computer equipment investment outpaces earlier dot-com levels, Eric Basmajian notes
AI capex as GDP share surpasses dot-com

Eric Basmajian highlights the current debate around whether artificial intelligence-related capital expenditures represent a bubble. He points out that computer equipment investment has risen from 0.5% to 1.3% of GDP in three years, which exceeds the previous peak experienced during the dot-com era. At the same time, Basmajian notes that overall net investment remains close to its lowest share, outside of 2009.

Basmajian has recently noted that the economy was stronger than current conditions in 80 percent of historical periods, according to his analysis. He has also highlighted that a segment accounting for less than 20% of U.S. GDP is where economic downturns typically begin, as seen in previous research. These observations provide context for his latest comments on AI-driven investment trends.

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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