AI Data Insight

In Q3 2026, the annualized quarter-over-quarter growth rate of US equipment and software investment reached 7.2%, a significant acceleration from the previous 5.6%. Benefiting from robust corporate capital expenditures in AI and information processing equipment, the overall US Q3 GDP annualized QoQ growth rate was driven to 3.4%, outperforming the market consensus of 3.2%.

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