# US economy is heavily reliant on household spending and a surge in AI investment, creating a "two tailwinds, one risk" scenario.

*genai · news · 2026-05-05 · The Economic Times*

## Key points

- Bank of America warns that conflict involving Iran could threaten both US consumer spending and AI investments.
- Major tech companies could spend up to $800 billion on AI infrastructure by 2026.
- AI-related investment may add more than 2% to US GDP growth in 2026 and beyond.
- Tighter global energy supplies from Middle East conflict could hinder expansion of US data centers for AI.

**Companies:** Amazon, Microsoft, Meta, Alphabet
**Countries:** United States, Iran

[Read the full story on The Economic Times](https://economictimes.indiatimes.com/news/international/us/us-economys-two-engines-ai-boom-and-consumer-spending-drive-growth-but-heres-why-bank-of-america-warns-iran-war-could-disrupt-both-soon/articleshow/130838352.cms)

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