What Investment Data Implies about the AI Transition
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The five largest U.S. technology firms spent $380 billion on capital expenditure in 2025 and are forecast to spend roughly double that in 2026. These firms risk bankruptcy unless expected profits grow commensurately. We embed this observation in a two-sector open-economy model with rare productivity
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美国国家经济研究局创建时间：
2026-06-01
