AI Data Insight

In the third quarter of 2026, the contribution of "Gross Private Domestic Investment: Structures" to US GDP growth reached 0.15%, rebounding strongly from -0.14% in the previous quarter and ending five consecutive quarters of negative contribution. Amidst the overall GDP growth of 3.4%, which exceeded expectations, AI infrastructure and data center expansion have become the core drivers pushing nonresidential structure investment. Going forward, attention must be paid to the impact of high interest rates and import costs on investment momentum.

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