Chart: UK IT investment at 0.66% of GDP vs US 2.21%, missing the AI capex boom

KeeganMcB · x · 2026-11-06

A chart shared by Archie Hall shows US business investment in computers and communications equipment hitting 2.21% of GDP (Q3 2026), near the dotcom peak of 2.24%, while the UK sits at just 0.66% (Q2 2026) — a 1.3pp gap. The original post argues AI will be the first modern tech capex boom Britain misses. Sources: BEA, ONS, EU KLEMS; private-sector equipment only, excluding software.

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