Liz Ann Sonders(@LizAnnSonders):AI capex boom = GDP growth tailwind? Math: massive corporate spending on semiconductors/infrastructure is driving imports (Asian chip manufacturing); U.S. export benefits remain muted Result? GDP’s import/export equation shows drag despite investment boom

Liz Ann Sonders

@LizAnnSonders

Chief Investment Strategist, Schwab Center for Financial Research. Disclosures:

Joined January 2015

783 Following 822.3K Followers

Liz Ann Sonders@LizAnnSonders

2026.08.24 12:22

AI capex boom = GDP growth tailwind? Math: massive corporate spending on semiconductors/infrastructure is driving imports (Asian chip manufacturing); U.S. export benefits remain muted Result? GDP’s import/export equation shows drag despite investment boom