AI Data Insight
The latest US Industrial Production Index for Q3 2026 rebounded strongly to 103.9506, significantly higher than the previous value of 103.0682, and beat the market's consensus estimate of a 0.4% month-over-month increase. Driven by surging power usage from data centers and unusually high temperatures, utilities became the largest growth engine, offsetting short-term weakness in auto manufacturing. In the coming months, close attention must be paid to the progress of new equipment entering production and the sustainability of end consumption.