AI Boom Triples Computing's U.S. GDP Share, Hits Nvidia Inference
AI-driven data‑center spending has vaulted computing’s contribution to U.S. GDP from about 0.5% to nearly 1.6% by 2026—a three‑fold jump in just a few years. The surge is almost entirely AI‑specific, concentrating both upside and systemic risk on a handful of hyperscalers and squeezing Nvidia’s inference capacity.