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Artificial intelligence is driving a wave of corporate investment unlike any in decades, with forecasts calling for $500 billion in global AI spending by 2026. Experts describe this as a "capex supercycle," but warn it may be propping up an otherwise fragile U.S. economy. If AI spending slows or fails to deliver on its promise, the consequences could ripple through markets, employment and economic growth.
Chapters:
0:00 Introduction
2:11 What happens if AI spending slows?
4:14 AI CapEx Supercycle
5:56 An uneven economic recovery
Produced and Shot by: Charlotte Morabito
Edited by: Darren Geeter, Christian Nunley
Animation by: Emily Park, Jason Reginato
Additional Camera: Jordan Smith
Senior Director of Video: Lindsey Jacobson
Additional Footage: Getty Images
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2025/10/14
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