AI Data Insight
In the second quarter of 2026, the US nominal nonresidential private investment recorded an annualized quarter-over-quarter growth rate of 3.7%, a significant acceleration compared to 1.9% in the first quarter. Although the broader economy faces slowdown pressures, strong growth in AI infrastructure and equipment investment has effectively supported corporate capital expenditures. Looking ahead, the US economy is exhibiting a "two-speed" development. Whether tech investments can continue to offset the weakness in traditional business spending will be the core of the economic trajectory in the second half of the year.