AI Investment Now 33% Above Dot-Com Scale as U.S. Economy Splits Into Two Tracks
AI investment claims a share of GDP nearly a third larger than internet investment did at the dot-com bubble's peak. 30-year U.S. Treasury yields have crossed 5%, services inflation holds above 3%, and the Iran conflict has added $857 annually to average American fuel costs. Tech and AI sectors are lifting aggregate growth while traditional firms face a simultaneous squeeze with no productivity offset.
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