S&P Global Research Reveals Data Center Investments Moving The U.S. Macro Needle

Data center and AI-related investments account for 80% of U.S. private domestic demand growth in the first half of 2025.

These investments include data center and power construction, information processing equipment, software, and research and development.

Preliminary research highlights early productivity gains amid labor market shifts.

NEW YORK , Nov. 4, 2025 /PRNewswire/ -- S&P Global released new economic research today showing that data center and related technology investments have become a dominant contributor to U.S. economic growth. Estimates indicate these activities accounted for 80% of the increase in final private domestic demand during the first half of 2025.

Key topics explored in the research, " Data Center Investments Are Increasingly Moving The Macro Needle ," in