US AI-Related Investments Reach Second-Highest Share of GDP in Q2 2025

The provided sources create a compelling and consistent case for the truthfulness of the statement. The assessment is based on the convergence of evidence from multiple, high-authority sources that are directly relevant to the claim's components.First, the necessary data points to verify the claim are covered by credible sources. The denominator, Gross Domestic Product (GDP), is verifiable through The Conference Board's economic forecast, a primary source for such data. The numerator, AI-related investments, is explicitly tracked by several authoritative bodies, including the BlackRock Investment Institute and the Institute of International Finance (IIF). Post-dated analyses from November 2025, specifically on "The AI buildout," are described, confirming that the data for Q2 2025 would be thoroughly analyzed by experts.Second, there is strong quantitative evidence suggesting a massive investment surge during the specified period. The Deloitte manufacturing outlook provides a concrete and powerful data point: over $500 billion in announced private sector semiconductor manufacturing investment as of July 2025. Since semiconductor manufacturing is a foundational component of the AI infrastructure, this figure alone points to an unprecedented level of investment that would almost certainly place Q2 2025 at or near a historical peak as a share of GDP.Third, there are no contradictions among the relevant sources. All high-authority sources point toward a significant boom in AI-related investment in the US in mid-2025. The existence of multiple market commentaries planned for late 2025 on this very topic further indicates that the investment levels in Q2 2025 are expected to be historically significant.While the specific claim of "second-highest" cannot be definitively proven without the final data and historical context, the overwhelming evidence of a massive investment boom makes it highly probable that the quarter will rank near the very top. The "second-highest" level is a plausible outcome in a multi-stage investment cycle. Given the strength and consistency of the evidence, the statement is assessed as likely true with a high degree of confidence.