According to The Kobeissi Letter, IT equipment and software investment has risen to a record 4.5% of US GDP, surpassing the previous peak from Q4 2000 (source: The Kobeissi Letter). The share is up by 1.5 percentage points since Q3 2023 (source: The Kobeissi Letter). Since Q3 2023, nominal IT equipment and software investment has increased by $288 billion (source: The Kobeissi Letter). These confirmed figures highlight accelerating AI-driven capital expenditure, providing traders a concrete macro gauge to track in upcoming GDP updates (source: The Kobeissi Letter).