摩根大通CEO：AI投资今年或推动美国GDP增长约1个百分点

Odaily Planet Daily News JPMorgan Chase CEO Jamie Dimon stated that the market may be underestimating the role of AI infrastructure investment in driving the U.S. economy. He believes that the current AI construction cycle is not just an expansion of the tech industry, but a broader investment cycle that is spreading into manufacturing, energy, engineering, and the job market.

Dimon expects that AI-related investment could boost U.S. GDP growth by about 1 percentage point this year, with a similar contribution potentially continuing next year. Currently, U.S. private data center construction spending reached an annualized scale of $68.3 billion in June, up 45.8% year-over-year.

Meanwhile, tech giants such as Amazon, Alphabet, Microsoft, and Meta are expected to spend a combined $735 billion to $760 billion on capital expenditures in 2026. Dimon stated that AI investment will ultimately generate long-term returns in chips, servers, network equipment, and energy as inference demand grows. (The Street)