
For AI investment, Mag7 is more enthusiastic than the federal government

Last week, Blackstone Investment Research Institute released a chart showing that the U.S. federal investment in AI research and development is not high. Over the past thirty years, R&D spending has increased about threefold, while the GDP has grown about fourfold. In contrast, the R&D spending of Mag7 has surged and is expected to spend around $32.5 billion in 2025, mainly on AI infrastructure
Last week, Blackstone Investment Research Institute released a chart showing that the U.S. federal investment in AI research and development is not high. Over the past thirty years, R&D spending has increased about threefold, while the GDP has grown about fourfold.
In contrast, Mag7's R&D spending is rapidly increasing, with plans to spend approximately $32.5 billion in 2025, primarily on AI infrastructure.