18.02.2026
Artificial intelligence: the beginning of a cycle?
Economic history shows that true industrial revolutions are defined not by the technology itself, but by the scale of investment they unleash.
Railways, electrification, and automobiles each mobilized up to 5–6% of GDP, permanently transforming productivity and economic structures. Today, despite all the excitement around artificial intelligence, investment still represents only about 1–2% of US GDP – far below past industrial revolutions.
The real question is therefore not whether we are at the end of the AI cycle… but whether we are still at the very beginning.
Watch the video by John Plassard, Partner & Head of Investment Strategy at Cité Gestion:
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Could an overly strong U.S. economy be masking the worst of the pitfalls?
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