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Imports mute AI's boost to GDP
The AI boom depends on imported hardware, creating a disconnect between the scale of AI investment and how it appears in the government's economic statistics.
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axios.com
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AI is only "part" of high U.S. productivity growth, says Stripe economist
Companies are achieving high productivity output because they're better using existing capital, not making major use of AI, writes Stripe's chief economist.
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Imports mute AI's boost to GDP
The AI boom depends on imported hardware, creating a disconnect between the scale of AI investment and how it appears in the government's economic statistics.