AI Data Insight
In the third quarter of 2026, the annualized quarter-over-quarter growth rate of US nominal GDP imports of goods and services recorded 6.7%, slowing significantly from 16.5% in the second quarter. Although the early stocking effect by companies due to tariff and supply chain concerns has faded, import momentum maintained positive growth driven by AI-related equipment and robust domestic consumption. This reflects the resilience of overall US economic demand while continuing to act as a drag on net exports and total GDP.