US AI investment reaches $1.5 trillion annualized in Q2, up 25% year-over-year

Odaily News: The Kobeissi Letter posted on X platform, stating that in Q2 2026, U.S. private sector AI-related investments increased by approximately $300 billion year-over-year, a 25% rise, reaching a record $1.5 trillion annualized run rate. This growth was primarily driven by investments in computers and peripheral equipment, followed by communications equipment, software, and data center investments. Over the past two years, U.S. corporate AI-related investments have increased by approximately $500 billion in total, a growth of about 50%. Meanwhile, direct AI investment currently accounts for approximately 25% to 33% of recent U.S. GDP growth.