AI CapEx: Projected to Hit 3.2% of US GDP by 2027

The AI spending boom is redefining the US economy as Alphabet $GOOGL, Amazon $AMZN, Meta $META, Microsoft $MSFT, and Oracle $ORCL ramp up capital expenditures. AI CapEx is set to climb to 2.5% of US GDP this year from 1.5% in 2025, nearing defense levels, before hitting 3.2% in 2027 to eclipse national defense spending. This AI industry impact drives US GDP projections with these five firms' outlays exceeding $800 billion in 2026 and reaching a record $1.1 trillion the following year, underscoring a massive tech spending boom.