AI Data Insight

According to the latest data, the annualized quarter-over-quarter growth rate of US gross private domestic investment in equipment and software reached a high of 17.2% in the first quarter of 2026, showing a leap in growth compared to the previous reading of 3.2%. Although the overall US GDP growth rate in Q1 was slightly lower than market consensus, benefiting from strong corporate capital expenditures on AI infrastructure, equipment investment has become a key pillar buffering against the slowdown in consumption.

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