AI Data Insight

In the second quarter of 2026, the contribution of US non-residential private investment to GDP growth was 1.15 percentage points, a slight slowdown from 1.39 percentage points in the previous quarter. Amid the headwinds of an overall US Q2 GDP expansion of only 1.5%, which fell short of market consensus estimates, corporate capital expenditures remain the core driver supporting economic resilience, benefiting from the surge in AI infrastructure and equipment investment.

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