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AI investment surge to accelerate in 2026, offsetting tariff Impact on US economy
The Business Guardian
|December 13, 2025
Artificial intelligence-related investments are set to accelerate sharply in 2026 as companies expand spending to keep pace with the fast-growing AI revolution, according to a report by Fitch Ratings.
The agency said the surge in AI-driven private-sector spending is significantly cushioning the negative impact of tariff hikes on the US economy. It stated, “Corporate plans suggest another AI-related investment increase in 2026. AI-driven private-sector spending is significantly cushioning the negative impact of tariff” Fitch highlighted that while global growth is expected to slow, the resilience shown by the US is partly due to strong AI-linked investment momentum. The report noted that world GDP growth is projected to ease to 2.5 per cent in 2025, down from 2.9 per cent in 2024. The US economy growth is also expected to dip to 1.8 per cent in 2025 from 2.
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