# Mish-Nearly the Entire Fourth Quarter GDP was AI Related

**URL:** <https://discussion.fool.com/t/mish-nearly-the-entire-fourth-quarter-gdp-was-ai-related/123540>\
**Category:** Macro Economic Trends and Risks\
**Created:** [February 26, 2026, 1:40pm UTC](https://discussion.fool.com/t/mish-nearly-the-entire-fourth-quarter-gdp-was-ai-related/123540 "2026-02-26T13:40:18Z")\
**Posts on this page:** 2\
**Page:** 1

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**Author:** ![tjscott0](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/tjscott0/32/1083_2.png) [@tjscott0](https://discussion.fool.com/u/tjscott0)\
**Post date:** [February 26, 2026, 1:40pm UTC](https://discussion.fool.com/t/mish-nearly-the-entire-fourth-quarter-gdp-was-ai-related/123540/1 "2026-02-26T13:40:18Z")

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> **[How Much Did AI Spending Contribute to Fourth-Quarter 2025 GDP?](https://mishtalk.com/economics/how-much-did-ai-spending-contribute-to-fourth-quarter-2025-gdp/)**
>
> Nearly the entire fourth quarter GDP was AI related. What happened?

So what? Well if true; my assessment-this could mean the US economy is entering stagnation or recession.

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**Author:** ![GDavenport](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/gdavenport/32/37810_2.png) [@GDavenport](https://discussion.fool.com/u/GDavenport)\
**Post date:** [February 27, 2026, 6:12pm UTC](https://discussion.fool.com/t/mish-nearly-the-entire-fourth-quarter-gdp-was-ai-related/123540/2 "2026-02-27T18:12:35Z")

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Are you disqualifying AI infrastructure and ecosystem contributions or implying that AI related GDP is going to fall off of a cliff(already has?)?

Manufacturing has been in a slump since '23 with a lone bright spot being BEVs and heavy trucks.

That AI ecosystem related GDP contribution is significant and is growing - significantly.