AI Data Insight
The US non-seasonally adjusted unfilled orders for durable goods in the second quarter of 2026 reached 1,579,076 million USD, climbing strongly from the previous value of 1,550,965 million USD and setting a new historical high. This expansion in backlog orders primarily benefited from the massive demand for AI infrastructure and defense aircraft, driving the growth rate of new orders for core capital goods to outpace shipments. Looking ahead, although the backlog of orders provides sufficient momentum for short-term production, caution is needed regarding the erosion of medium-term investment willingness caused by high interest rates and geopolitical conflicts.