Access our new AI market trends report, 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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