Related to the above AI driver for Schachtian wars and war preparations, the U.S. Bureau of Economic Analysis (BEA) reported the claimed 2.1% annualized rate of growth of the U.S. economy was 75% due to artificial intelligence. Of the 2.1%, 0.74% was attributed by BEA to Software, and 0.81% to Non-residential Equipment, of which the primary driver was data center construction ("Information-Processing Equipment") was shown as nine-tenths of that latter category.
The contribution to growth of personal consumption by human beings dropped from the previous quarter, and was quite small, at 0.37%, despite Trump having effectively included tax cuts and subsidies in his One Big Beautiful Bill.