AI Data Insight

The contribution of fixed investment to the US GDP in Q3 2026 strongly increased to 1.66%, a significant expansion from the previous 1.20%, becoming the core engine driving the economy. Benefiting from the substantial growth in AI-related equipment and data center construction, the overall US Q3 GDP annualized quarter-over-quarter growth rate reached 3.4%, far exceeding market expectations of 3.2%. Looking ahead, strong corporate capital expenditure is expected to continue supporting the economy in the short term, but mid-to-long-term geopolitical risks and the delayed effects of high interest rates still require attention.

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