AI Data Insight
In the first quarter of 2026, U.S. gross private domestic investment grew at an annualized rate of 8.7% quarter-over-quarter, a significant acceleration from the previous quarter's 3.8%, indicating robust corporate capital expenditure. Although the overall GDP growth rate of 2.0% was slightly below market expectations of 2.2%~2.3%, the investment side demonstrated strong resilience, benefiting from the surge in investment in AI technology and equipment. However, the slowdown in consumption and the resurgence of inflation will add uncertainties to future monetary policy and the economic outlook.