AI Data Insight
According to DataTrack data, seasonally adjusted US durable goods shipments in August 2026 reached $336.755 billion, an increase of 0.88% from the previous month. Benefiting from the rebound in commercial aircraft orders and strong corporate demand for AI hardware, core capital goods shipments expanded steadily. Looking ahead, equipment investment will inject growth into third-quarter GDP, but attention must be paid to medium-term risks such as rising AI project costs.