Institution: The US economy did not decline as expected, and AI may be the main contributor.

According to reports, for the second time in three years, concerns about a recession in the US economy have been once again proven wrong by reality. This time, the artificial intelligence boom may be the main contributor. With the generative AI entering its third year, its financial impact is no longer limited to the stock prices of chip manufacturers. The sharp increase in data center construction and overall capital expenditure is "beautifying" the US GDP data in an astonishing way. Jason Thomas, the chief investment strategist at Carlyle Group, pointed out that this capital expenditure represents an effective reindustrialization of American companies, shifting their focus from software and intangible assets to investments in factories, machinery, and energy, which is unprecedented. The impact on GDP is enormous. Thomas estimates that AI-related spending alone could contribute one-third of the US GDP growth in the second quarter of this year. Furthermore, orders in related industries are continuing to expand at an annual rate of over 40%.