According to the CITIC Securities Research Report, in recent years, driven by the implementation of generative AI and the expansion of cloud vendor data centers, the capital expenditure of major US technology companies has risen rapidly since 2024, and the share of AI investment in US GDP has also risen rapidly to 10% in recent years. AI is becoming an important driving force for US economic growth, but at the same time, AI development may have a negative impact on total US employment in the short term and affect the US employment structure in the future. Furthermore, the shortage of electricity and chips due to the rapid development of AI is also driving inflationary pressure in the US to a certain extent.

According to the CITIC Securities Research Report, in recent years, driven by the implementation of generative AI and the expansion of cloud vendor data centers, the capital expenditure of major US technology companies has risen rapidly since 2024, and the share of AI investment in US GDP has also risen rapidly to 10% in recent years. AI is becoming an important driving force for US economic growth, but at the same time, the development of AI may have a negative impact on total US employment in the short term and affect the US employment structure in the future. Furthermore, the shortage of electricity and chips due to the rapid development of AI is also driving inflationary pressure in the US to a certain extent.