AI Data Insight
The latest US industrial production year-over-year growth rate climbed to 2.2% in September 2026, warming up significantly from the previous 1.4% and substantially beating market expectations. The robust data was primarily driven by a surge in utilities demand fueled by AI and data centers, alongside solid support from technology equipment manufacturing. Looking ahead, despite hidden concerns over the weakness in the traditional automotive sector, high-tech capital expenditures and the "Made in America" policy will continue to support the expansionary trend of industrial activities.