AI Data Insight
In Q2 2026, the annualized quarterly growth rate of "equipment and software investment" in the US real GDP reached 15.2%. Although it slowed slightly from 17.2% in the previous quarter, it still delivered strong double-digit growth for two consecutive quarters. Against the backdrop of overall US economic growth slowing to 1.5%, the capital expenditure boom driven by AI infrastructure and cloud computing has become the most critical pillar supporting domestic demand and buffering against macroeconomic uncertainties.