AI Data Insight
The latest YoY growth rate of the US industrial production index for Q2 2026 rebounded to 1.4%, a significant recovery from the previous Q1 2026 value of 0.7%. Manufacturing and utilities (especially infrastructure benefiting from the massive power demands of AI) performed remarkably well, with the overall data substantially exceeding market expectations. Going forward, close attention must be paid to the potential risks that rising international oil prices and inflation pose to manufacturing costs.