AI Data Insight

In the first quarter of 2026, the US seasonally adjusted annualized rate of non-residential fixed investment reached 10.4%, jumping significantly from 3.7% in the previous quarter and becoming the core driver of overall GDP growth for the quarter. Benefiting from the arms race in the artificial intelligence (AI) sector, corporate investment in equipment and intellectual property products saw double-digit growth, effectively offsetting concerns about a slowdown in consumer spending in a high-inflation environment.

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