Ben Casselman(@bencasselman):The A.I. boom shows up clearly in the data. Investment in data centers and information processing equipment are soaring. But the impact on GDP is limited because so much of that equipment is being imported.

Ben Casselman

@bencasselman

Econ reporter @nytimes. Formerly @fivethirtyeight @WSJ. Adjunct @newmarkjschool. He/him ben.casselman@nytimes.com Signal: bencasselman.96 Photo: Earl Wilson/NY

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Ben Casselman@bencasselman

2026.07.30 13:57

The A.I. boom shows up clearly in the data. Investment in data centers and information processing equipment are soaring. But the impact on GDP is limited because so much of that equipment is being imported.