The U.S. Economy Is Hooked on AI Spending

美国经济沉溺于人工智能投资

WSJ What’s News

2025-11-25

14 分钟

单集简介 ...

A.M. Edition for Nov. 25. Talks to end the war in Ukraine move into a new phase, as a top U.S. Army official meets with a Russian delegation in Abu Dhabi. WSJ national security reporter Robbie Gramer breaks down how peace talks got to this point. Plus, WSJ economics reporter Konrad Putzier unpacks how a reversal in AI euphoria could hit the U.S. economy hard. And Amazon bets that customers are finally ready to buy big-ticket items like cars and Chanel bags on its website. Caitlin McCabe hosts. Sign up for the WSJ’s free What’s News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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单集文稿 ...

  • Talks to end the war in Ukraine enter a new phase, as a top U.S.

  • Army official takes on an unexpected diplomatic role, speaking directly to Russia.

  • Plus, what happens to the U.S.

  • economy if you take away AI spending?

  • Well, things start to look a little less rosy.

  • There are some calculations that basically estimate that about half of GDP growth in the first half of this year is due to AI.

  • And the story is really that without AI,

  • there really isn't growth in many other parts of the economy.

  • And if you're serious about selling your home, you might need to drop the price.

  • It's Tuesday, November 25th.

  • I'm Caitlin McCabe for The Wall Street Journal, and here is the AM edition of What's News,

  • the top headlines and business stories moving your world today.

  • We begin with the latest in the complicated push for peace in Ukraine.

  • We are reporting that Army Secretary Dan Driscoll met with a Russian delegation in Abu Dhabi yesterday,

  • with more discussions continuing today in a sign that peace talks have entered a new phase,

  • including direct talks with Moscow.

  • Driscoll is well-liked by the administration and has been called a killer in the past by President Trump.

  • His role here is a departure from his usual focus on training soldiers.

  • But it highlights how White House officials believe Russia and Ukraine might be more receptive to military broker negotiations,

  • and comes after U.S.