October 18, 2026MacroTechnology·Bearish·macro
Amit Kukreja warns AI capex slowdown could push US toward recession, says AI capex drives 50% of GDP
Amit Kukreja warns that a meaningful slowdown in AI capital spending could push the U.S. toward recession, saying AI capex now drives 50% of GDP and any pullback poses a direct risk to growth and Main Street.
Detected & updated continuously · Source: Nebula
Story subjects
Amit KukrejaUnited StatesAI capital expenditure