The surge in US IT investment is reshaping economic growth patterns. Technology equipment and software spending now accounts for a record 4.5% of GDP—a milestone that breaks through the previous ceiling from late 2000.

What's striking? Since Q3 2023, this sector has expanded dramatically. We're talking an additional 1.5 percentage points, translating to roughly $288 billion in fresh investment. That's not incremental growth; that's a structural shift in how capital flows through the American economy.

This momentum reflects the broader AI-driven transformation underway. As enterprises accelerate digital infrastructure upgrades and software deployments, the multiplier effects ripple across multiple sectors. For investors tracking macroeconomic trends, this data point signals sustained momentum in tech spending, regardless of near-term market volatility.