AI Data Insight
US industrial capacity utilization for September 2026 (Q3) reached 76.85%, rising significantly from the previous value of 76.27% and beating the market consensus expectation of 76.5%. A breakdown shows that strong power demand from AI expansion and data centers caused a surge in utilities output, becoming the core momentum lifting the overall data. Looking ahead, high-tech demand remains the key short-term support, though high energy costs continue to test the medium-term recovery momentum of traditional manufacturing.