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If investors start to lose faith in AI, it could dent economic growth and put more pressure on the GOP in the midterms.

Nvidia CEO Jensen Huang speaks as President Donald Trump listens during an “Investing in America” event at the White House in Washington on April 30, 2025. | Ken Cedeno/UPI

It’s put up or shut up time for the artificial intelligence boom.

For investors, 2026 will test whether the industry’s massive bets on AI deliver real financial results, not just momentum. And the outcome also comes with political risk.