Tech spending has become the backbone of the U.S. economy.Deutsche Bank points out that without it, GDP growth would be hovering near recession levels. The AI boom, driven largely by Nvidia and hyper-scaler investments has been the main force keeping growth positive despite tariff and immigration shocks.The concern is sustainability. Hyper-scaler capex is expected to peak this year, which means other drivers will need to step in to keep the momentum going. AI investment has bought the U.S. time, but the economy can’t rely on parabolic tech spending forever.Source: StockMarket.News