AI Spending Could Hit 2% of US GDP by 2025

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AI spending is booming across various sectors, from massive data center investments by leading tech companies to smaller-scale contracts and subscription services. For instance, the “magnificent 7” — Meta, Microsoft, Google, Amazon, Apple, Tesla, and NVIDIA — collectively spent over $100 billion on AI infrastructure in just three months.

The AI infrastructure build-out has significantly contributed to the U.S. economy in the past 6 months, more than all of consumer spending.

The ‘magnificent 7’ spent over $100 billion on data centers and similar projects in the last three months alone.

1/ pic.twitter.com/sHMK1zI0sP

— Christopher Mims (@mims) August 1, 2025

This massive AI spending is now having a noticeable impact on the US economy. The “magnificent 7” collectively spent $100 billion in AI infrastructure in just one quarter.

In a unique start to his ruling against President Donald Trump’s administration on September 30, U.S. District Court Judge William Young included a scanned handwritten note sent to his office. The note read: “Trump has pardons and tanks – what do you have?” At the top of Young’s opinion in AAUP v. Rubio, which ruled that Trump’s effort to deport foreign-born student protesters was unconstitutional.

October 8, 2025

Moreover, these companies have no plans to slow down their investments. For example, Meta projected full-year AI CapEx of $69 billion for 2025 and hinted at a potential spending run-rate exceeding $100 billion in 2026. This is exemplified by Mark Zuckerberg’s announcement of a gigawatt AI cluster called Prometheus, which will include up to half a million NVIDIA GB200/GB300 AI GPUs.

Meta’s AI cluster Prometheus will use multi-billion-dollar GPU clusters and sit in “tents.” IT Power by end of 2026 is expected to be 1,020MW with 500,000 chips used.

– Meta – Prometheus
IT Power by end of 2026 is 1,020MW.
The total number of chips used is 500,000.
Total compute power is 3,171,044,226… pic.twitter.com/FLtiAMDk3F

— Rohan Paul (@rohanpaul_ai) July 14, 2025

Other leading companies have also announced significant AI CapEx plans. Microsoft is set to spend $30 billion in the September-ending quarter and over $100 billion next fiscal year. Amazon plans to spend $100 billion in 2025, while Google/Alphabet aims for a spending run-rate of $85 billion.

The $500 billion AI mega-project Stargate has involved companies like OpenAI, SoftBank, and Oracle. OpenAI recently signed a mammoth deal with Oracle to develop a 4.5GW data center at a cost of $30 billion per year starting in three years. OpenAI also expanded its deal with CoreWeave for an additional $4 billion on top of the existing $11.9 billion.

OpenAI has concluded $100 billion worth of data center deals this year, aligning with Stargate’s investment target for 2025.

AI CapEx and the US Economy

The construction of around 250 data centers in the US indicates a significant impact on the US GDP. According to Paul Kedrosky, with NVIDIA’s annualized data center revenue figure of $156 billion and a 50% share for AI CapEx, the total 2025 AI CapEx could reach $312 billion. A 2x multiplier suggests a $624 billion positive impact on GDP, or approximately 2.08% of the US GDP.

This level of spending is comparable to the railroads’ peak contribution of around 20% of the US GDP in the 19th century, indicating substantial room for growth before reaching parity with that era’s infrastructure boom.

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According to the passage, how much did the 'magnificent 7' collectively spend on AI infrastructure in just one quarter?

A. $100 billion B. $50 billion C. $25 billion D. $75 billion

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