Eisman said if you erase AI infrastructure spending from projected U.S. GDP growth for 2025, the economic picture exposes a struggling consumer.

“AI better deliver for the U.S., or its economy and markets will lose the one leg they are now standing on,” warns Ruchir Sharma of Rockefeller International.

Eisman said if you erase AI infrastructure spending from projected U.S. GDP growth for 2025, the economic picture exposes a struggling consumer.