As AI data centers become the new economic backbone, the economic impact of AI agents will only keep growing - aGDP.
The US economy is now BUILT on AI: US private nonresidential fixed real investment in data centers has soared +300% over the last 3 years. During the same period, inflation-adjusted nonresidential investment in structures excluding data centers has barely seen any growth. These are offices, shopping centers, hotels, warehouses, factories, manufacturing facilities, and other commercial buildings. Meanwhile, AI-related spending has contributed 62.5%, or 1 percentage point, to the 1.6% US GDP growth in the first 6 months of 2025. Without AI, the US would be in a recession.
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