AI Data Insight
The annualized quarter-over-quarter growth rate of US domestic private construction investment in Q3 2026 reported 5.4%, a significant turnaround from -5.0% in the previous quarter, outperforming market expectations. Benefiting from the strong demand for AI infrastructure and data center construction, this data became a key driver pushing US real GDP to 3.4% in the third quarter. Going forward, attention should be paid to the lagging impact of high interest rates on the overall commercial and residential real estate sectors.