U.S. IT spending is surging back to dot-com era levels:
The share of IT capital expenditures to GDP hit 4.4% in 2025, just shy of the 4.5% peak seen at the height of the 2000 bubble.This measure, tracked over decades, shows tech investment has rarely been this elevated outside of historic turning points.Unlike the speculative surge of the dot-com era, today’s boom is fueled by structural drivers: artificial intelligence, cloud infrastructure, and semiconductor buildouts.IT spending has become a key engine of productivity and innovation, even as broader GDP growth slows.Is this the start of a new tech-led economic era or another peak that can’t hold?Source: StockMarket.News
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