五大科技巨头AI资本支出2027年将达美国GDP的3.2%

By 2027, just 5 companies, Alphabet, Amazon, Meta, Microsoft, and Oracle, are expected to spend around 3.2% of US GDP on AI capital expenditure.

That would put private AI infrastructure spending above US national defense spending, which is expected to be around 2.7% of GDP.

The AI race is now being funded at a scale normally associated with governments, wars, energy systems, railroads, highways, and telecom buildouts.

The striking part is the speed. AI capex is expected to jump from about 1.5% of GDP in 2025 to about 2.5% in 2026, then to 3.2% in 2027.

AI boom is now large enough to influence the broader US economy significantly, it can move GDP growth, electricity demand, chip supply, construction activity, corporate debt markets, and ofcourse the labor market.