Access our new report here, analysing how artificial intelligence has become the dominant driver of US growth, equity markets and capital investment, and where risks are emerging.

Key points
  • AI investment became the primary engine of US growth in 2025, accounting for more than 90% of H1 GDP gains as traditional sectors softened.
  • Equity markets are heavily AI-driven, with valuations stretched and capital flows into data centre and model training infrastructure at historic highs.
  • Electricity supply has emerged as a critical bottleneck, with data centre demand set to more than double, and grid constraints posing inflation and location risks.
  • Heading into 2026, the market balance hinges on whether AI delivers real productivity gains before valuation excesses and energy constraints start to bite. AI-linked stocks trade at significantly higher valuations.

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