Morgan Stanley on AI and US GDP: Capex to Consumption Shift — 0.6pp Boost

Posted on by Eben@CANSLIM Research

In a report titled “US Economics Weekly | North America — Charting AI’s effects, from capex to consumption,” Morgan Stanley & Co. LLC chief US economist Michael T Gapen and colleagues Sam D Coffin, Diego Anzoategui, Arunima Sinha, Heather Berger and Lingdi Xu refine the bank’s estimate of AI investment’s contribution to US growth and trace how the AI cycle transmits from capital spending to household consumption.

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