US GDP will grow roughly $2 trillion from 2025 to 2026. That’s roughly 31 to 33 trillion. Which is closer to 7 pct nominal and implies a deflator of over 4 to get to roughly 2.5%. Of that $2 trillion you can tie about $1 trillion to fiscal stimulus/tax changes and personal savings outflows. And about 400-500 bn to AI. Which means the rest is about 400-500. 4 growth on 27 probably needs to be 6-6.5 nominal which call it again 2 trillion. Next year there is $1 trillion alone in AI capex and if you get 400-600 non AI growth and no recurrence of the fiscal stimulus that means nominally you need about 400-600 AI related revenue to get to 4gdp. That seems way too low to justify the forecasted spend in 2028. GDP needs to be higher than 4 in 2027.