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A report from the White House's Council of Economic Advisors indicates that 1.3% of US GDP growth in 2025 will be attributed to the artificial intelligence (AI) sector. The US spent $470 billion on AI, significantly outpacing the EU's $50 billion.

Approximately 62% of this GDP growth is linked to investments in hardware and data centers, dominated by a few large companies, including Amazon, Google, and Microsoft. Economists warn that this concentration poses risks, as it relies heavily on a few firms and financial leverage.

Despite AI's potential, the US manufacturing sector continues to lose jobs, with employment dropping from 33% in the 1950s to 8-8.5% today. Concerns are raised about the sustainability of this growth model, particularly as reliance on debt and market concentration reaches historic highs. The report suggests that the US may not maintain its competitive edge in AI, as other nations, especially China, advance in this field.