David Sacks Says AI Could Drive 75% Of US GDP Growth As Morgan Stanley Sees Big Tech AI Capex Surging Past $800 Billion In 2026

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On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast...

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Sacks)表示，人工智能可能推动美国GDP增长75%，摩根士丹利预计大型科技人工智能资本支出将在2026年飙升至8000亿美元以上","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARTY":1.5,"AGIX":1.5,"CHAT":1.5,"AIYY":0.6,"AIPO":1.5,"AI":0.9},"content_text":"On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending.\nFor 2027, projected spending has climbed to roughly $1.1 trillion, compared with an earlier $951 billion forecast.\nReacting to the report on X, Sacks said AI capital spending could contribute roughly 2.5% to GDP growth this year and more than 3% next year.\n\"I've been saying for a while that AI capex will be a 2% tailwind to GDP growth this year,\" Sacks wrote. \"In fact, according to a new report from Morgan Stanley, the numbers are even stronger.\"\nHe added that AI-related investment already accounted for about 75% of first-quarter GDP growth, framing the sector as a core pillar of economic expansion.\nSacks argued Morgan Stanley's estimates may still understate AI's broader impact because they focus primarily on five hyperscalers and exclude startups, enterprises and other sectors investing heavily in AI.\nHe also noted that infrastructure spending alone does not capture the downstream productivity generated by AI systems.\n\"Technology leadership has always been America's great strength, and it's driving the economy forward,\" Sacks said.\nLast week, short-seller Jim Chanos said rising AI-related capital expenditures could boost S&P 500 earnings-per-share forecasts for 2026 and 2027.\nIn April, JPMorgan projected in April that leading U.S. cloud providers would increase AI spending by $200 billion.\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nPhoto courtesy: Shutterstock\nTo add Benzinga News as your preferred 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