So a lot of that was happening at a personal level, and it was happening in a big way at a … GDP growth in the first half is around AI capital investment, estimated to have provided about 0.8 to 1.1% of GDP growth. … around AI capital investment. Retail sales have been powered largely by the high end consumers. All in all, retail sales have held in there. (22:12–22:31)
CLAIM
Asserts that AI capital investment contributed 0.8 to 1.1% to GDP growth in the first half of the year.
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