AI Data Insight
The construction investment component of US Real GDP showed a significant decline at the end of 2025, with the year-over-year growth rate plummeting from the previous 3.2% to -5.0%, marking the worst performance since 2021. This decline is primarily due to the manufacturing supercycle driven by the "CHIPS Act" entering its final stages, combined with the commercial office market continuing to be suppressed by high vacancy rates; data center construction alone is insufficient to support the broader market.