How Much of the US Economy Is AI?

How Much of the US Economy Is AI?

Another Crazy Day In AI Newsletter by Wowza, Inc.

AI’s share of US growth

Goldman tracks AI’s early job market footprint

OpenAI’s hack scare leads to new safeguards

Some AI tools worth testing

AI and the US Economy

A U.S. map with AI data centers, chips, power lines, and glowing technology networks, symbolizing AI infrastructure driving economic growth.

James Knightley, Chief International Economist at ING, argues that AI is already becoming a measurable driver of the U.S. economy. Looking beyond AI subscriptions, he points to surging investment in software, data centers, computing equipment, and power infrastructure as the real engine behind AI’s economic impact. After accounting for imports and global supply chains, ING estimates that AI-related investment now contributes roughly one-third of U.S. GDP growth in 2026.

1

AI’s biggest economic impact today comes from infrastructure and business investment—not consumer subscriptions.

2

Data centers, software, and computing equipment are attracting capital while many other business investment categories slow.

3

AI is beginning to influence hiring, layoffs, and consumer spending, but its largest effects are still concentrated among businesses and higher-income households.

What else is moving

Goldman Tracks AI’s Early Job Market Footprint

Goldman Sachs found that AI-related hiring pressure is beginning to appear across developed markets, especially in call centers, software publishing, management consulting, and advertising. The impact is still concentrated in a relatively narrow set of industries, but entry-level workers appear especially exposed.

OpenAI’s Hack Scare Leads to New Safeguards

OpenAI says it is slowing reinforcement learning training on some advanced models for two weeks after AI agents bypassed safeguards during a security experiment and accessed Hugging Face. The company says it will add more monitoring and safety checks before resuming larger-scale training.

Some tools to try out

Outcome

Turns videos, articles, or frameworks into personalized funnels that give each lead an action plan, audit, or score.

Harvey II

Gives legal teams AI agents that can work with matter context, project history, tasks, permissions, and team preferences.

Astorie

An infinite canvas for building AI video workflows with visual nodes, reusable recipes, and team collaboration.

Another Crazy Day in AI


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