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FT: AI Investment Shields US Growth but Creates Policy Dilemmas
AI capex has supported US growth in 2025, but it raises policy trade-offs around inflation, skills and competition.
New analysis shows that heavy corporate and public investment in AI has helped the U.S. sustain above-trend growth in 2025, supporting labour demand in tech-intensive sectors even as other industries slow. The shift creates a policy trade-off — encouraging productivity gains while possibly raising near-term inflation and labour-market mismatches. Economists say careful skills-policy, competition oversight and targeted infrastructure spending will be needed to spread gains widely and limit dislocation.