Deutsche Bank warns AI boom may be propping up US economy unsustainably

TLDR Without tech-driven capex, US real GDP growth is near zero in 2024–2025. AI infrastructure spending reached $368B globally by mid-2025. AI sector may face an $800B annual revenue gap by 2030. Tech stocks have driven about 50% of S&P 500 gains in 2025. The U.S. economy may be staying above water because of massive […] The post Deutsche Bank warns AI boom may be propping up…