Artificial intelligence is driving a wave of corporate investment unlike any in decades, with forecasts calling for $500 billion in global AI spending by 2026. Experts describe this as a “capex supercycle,” but warn it may be propping up an otherwise fragile U.S. economy. If AI spending slows or fails to deliver on its promise, the consequences could ripple through markets, employment and economic growth.
Chapters:
0:00 Introduction
2:11 What happens if AI spending slows?
4:14 AI CapEx Supercycle
5:56 An uneven economic recovery
Produced and Shot by: Charlotte Morabito
Edited by: Darren Geeter, Christian Nunley
Animation by: Emily Park, Jason Reginato
Additional Camera: Jordan Smith
Senior Director of Video: Lindsey Jacobson
Additional Footage: Getty Images
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus
About CNBC: From ‘Wall Street’ to ‘Main Street’ to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more.
Want to be your own boss? Sign up for Smarter by CNBC Make It’s new online course, How To Start A Business: For First-Time Founders. Find step-by-step guidance for launching your first business, from testing your idea to growing your revenue. Sign up today: https://cnb.cx/4gEgnhO
Connect with CNBC News Online
Get the latest news: https://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC
Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC
Follow CNBC on Threads: https://cnb.cx/threads
Follow CNBC News on X: https://cnb.cx/FollowCNBC
Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC
#CNBC
Why The AI Boom Might Be A Bubble?
source
