AI-driven U.S. productivity growth

 

The AI Infrastructure Boom Behind America’s Productivity Surge

As U.S. productivity shows signs of a lasting rebound, infrastructure spending and AI-led investment are emerging as key drivers. In a recent article, Leanrs.com outlined how a mix of cloud capex, semiconductor expansion, and software investment is shaping the next decade of growth.

The article points to a sharp uptick in U.S. business formation and a steady climb in software investment, with productivity growth rising from 1.6% to 2.7% between 2020 and 2023. These gains mirror historical trends from the late-1990s tech cycle.

In a related LinkedIn post, Leanrs also highlighted how AI infrastructure spending—particularly by hyperscalers like AWS and Google—is driving 27–35% annual growth in compute capacity. This expansion supports accelerated automation, modeling, and enterprise AI deployment.

“The data shows we’re not just in another hype cycle. Structural productivity is rising, and AI investment is leading the way,” the article notes.

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