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Analysis: the AI investment boom represents ~1% of US GDP, roughly half the GDP share during the '90s dot-com boom and comparable to the mid-2010s US shale boom (Toby Nangle/Financial Times)

Toby Nangle / Financial Times : Analysis: the AI investment boom represents ~1% of US GDP, roughly half the GDP share during the '90s...

11 January 2026

Taiwan's data shows the US became its top export destination in 2025 over China, including Hong Kong, the first time since 1999, partly driven by AI tech demand (Hideaki Ryugen/Nikkei Asia)

Hideaki Ryugen / Nikkei Asia:
Taiwan's data shows the US became its top export destination in 2025 over China, including Hong Kong, the first time since 1999, partly driven by AI tech demand  —  TAIPEI — Taiwan's exports to the U.S. exceeded its exports to China, including Hong Kong, for the first time in 26 years in 2025 …

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