This has been reported many places over the past year the percent seems to be all over the place though.

Yesterday “As much as 1/3rd”: https://www.reuters.com/markets/europe/if-ai-is-bubble-econo...

A week ago “More than consumer spending(but the reality is complex)”:https://fortune.com/2025/09/17/how-much-gdp-artificial-intel...

August “1.3% of 3% however it might be tariff stockpiling”: https://www.barrons.com/articles/ai-spending-economy-microso...