AI Data Insight
The newly released US capacity utilization for Q3 2026 edged down to 76.27%, falling slightly from the previous value of 76.29% and missing the market expectation of 76.4%. Although weak demand in traditional manufacturing offset the strong growth momentum of AI equipment, the overall figure remained at a relative high for the past year. The mild data indicates that inflation pressures are contained, providing more flexibility for the Federal Reserve's future monetary policy.