New Delhi, Jan. 9 -- A sudden collapse in artificial intelligence (AI) investment could make the United States economy vulnerable, as AI-related capital expenditure has emerged as a key driver of economic growth in recent years, highlighted a report by Jefferies.

The report said the macroeconomic risks from an unsustainable AI investment cycle are becoming increasingly clear, noting that AI-related capital expenditure was one of the main contributors to US economic growth last year.

It stated "the macro vulnerability to a sudden collapse in AI capex is clear since that was the main driver of US economic growth last year after personal consumption, based on national accounts data".

According to Jefferies, US real GDP increased by USD 43...