AI Data Insight

In Q2 2026, the contribution of US domestic private investment in structures to GDP quarter-over-quarter growth recorded -0.14%. Although this represents a slight improvement from the previous -0.19%, it marks the tenth consecutive quarter of dragging down the economy. Battered by both net exports and inventory destocking, the overall Q2 annualized GDP growth rate fell to 1.5%, missing the market expectation of 2.0%. However, strong AI-driven equipment investment stands in stark contrast to the sluggish physical structure investment.

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