Saturday, November 22, 2025

US Economy: A One-Trick Pony?

The A.I. Boom Is Driving the Economy. What Happens if It Falters?
https://www.nytimes.com/2025/11/22/business/the-ai-boom-economy.html
A windfall for companies that build data centers and their suppliers is overshadowing weakness in other industries. 

How the U.S. Economy Became Hooked on AI Spending
https://www.wsj.com/tech/ai/how-the-u-s-economy-became-hooked-on-ai-spending-4b6bc7ff
Growth has been bolstered by data-center investment and stock-market wealth. A reversal could raise the risk of recession.


A.I. Growth Has Been Eye-Popping, but Some Worry About a House of Cards
https://www.nytimes.com/2025/11/20/technology/ai-stock-boom-nvidia.html
It is a time of superlatives in the tech industry, with historic profits, stock prices and deal prices. It’s enough to make some people very nervous.