AI Data Insight
The nominal annualized quarter-over-quarter growth rate of US private equipment and software investment reached 5.7% in the first quarter of 2026, climbing further from the previous value of 3.9%. Although the overall Q1 GDP growth rate of 2.0% fell short of market expectations and consumer spending slowed, corporate investment remained robust, benefiting from strong capital expenditures in AI and data centers. Going forward, close attention must be paid to whether geopolitical conflicts and the resurgence of inflation will drag down overall domestic demand, thereby testing economic resilience.