Tag: Macroeconomy

AI Spending Anchoring Macroeconomy: Board’s Gallagher – investment

The discussion centers on the evolving impact of AI spending on the macroeconomy, with a focus on the pivotal year 2026 as a “prove it” moment. While 2025 has been characterized by investments in AI infrastructure and tools—often described as “picks and shovels”—the real test lies ahead in demonstrating tangible economic benefits, particularly productivity gains. […]

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