AI Data Insight
Latest data indicates that as of November 2025, the year-over-year growth rate of US private equipment and software investment surged to 8.2%, far exceeding the previous figure of 3.4% and marking the strongest growth since 2021. This expansion is primarily driven by tech giants' spending on AI infrastructure and data center construction. Coupled with the emerging effects of Federal Reserve rate cuts, corporate willingness to finance has warmed up. However, potential risks regarding trade tariffs and AI monetization capabilities in 2026 require attention.