Analysisai economicsmacroeconomicsconsumer spendingtech imports
MRB Partners Finds AI Not Driving GDP
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Macro Research Board (MRB) Partners published a January report finding that AI was a secondary, not primary, driver of 2025 US GDP, with personal consumption remaining the main pillar and data-center contributions negligible. Economist Prajakta Bhide says heavy imports of high-tech equipment reduce AI's net GDP impact, and although an AI optimism shock could dent markets, consumer spending still underpins economic resilience.
Scoring Rationale
Provides meaningful revision to AI's GDP role with concrete trade/imports analysis, but relies on a single research firm's report.
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