What happened
US economic data confirms measurable productivity gains from AI integration. The Bureau of Labor Statistics reports a shift from capital investment to tangible output. Organisations integrated generative AI into core workflows throughout 2025. This follows Amazon’s November investment and a January funding surge in the US AI sector. Bitcoin miners repurposed hardware for AI compute in February. These actions converted capital expenditure into operational efficiency. Output per hour increased across technology-intensive sectors.
Why it matters
CFOs now realise returns on 2025 debt-fuelled AI investments. Because firms converted experimental pilots into production agents, unit costs are falling. This validates the January data convergence pattern. Platform engineers face pressure to scale infrastructure because productivity gains depend on compute availability. Investors will prioritise firms with high output-to-compute ratios. Anthropic’s January warning suggests these gains may increase sector inequality. Resulting margin expansion allows further R&D spending, locking in competitive advantages for early adopters.
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