According to Charlie Bilello, citing Barclays, more than half of the 1.6% US GDP growth in the first six months of 2025 was driven by AI-related spending, implying over 0.8 percentage points of H1 growth came from AI-linked outlays (source: Charlie Bilello citing Barclays). The post attributes the majority share of H1 US growth to AI investment but does not provide further breakdowns or methodology details in the shared chart and caption (source: Charlie Bilello citing Barclays).