AI Data Insight
US nominal domestic private investment in structures in Q2 2026 reached an annualized quarter-over-quarter growth rate of 4.2%, re-accelerating from 3.2% in the first quarter. Although market expectations and external data show slowing real GDP growth and a contraction in real investment in structures, nominal construction spending remains robust, benefiting from AI infrastructure demand and high construction costs. Going forward, close attention must be paid to the erosion risks of high interest rates and inflation on real project development and corporate profits.