Can AI break a 150-year U.S. growth trend without overheating the economy?

Summary

A Reuters analysis examines whether massive AI-driven investment can lift U.S. GDP per capita above its long‑run 2% growth trend for the first time in 150 years without triggering inflation. Citing BlackRock’s outlook and other research, the piece argues that AI could accelerate innovation itself, but warns that the current capex and policy mix may risk economic overheating before productivity gains fully materialize.