AI Data Insight
In the third quarter of 2026, the quarter-over-quarter contribution of US equipment and software investment to GDP climbed to 1.16%, significantly outperforming the 0.8% in the previous quarter. Driven by the expansion of AI technology and strong demand for information processing equipment, private investment has become the main force pushing the overall US economic growth rate beyond expectations. Looking ahead, the wave of tech equipment upgrades will continue in the short term, but in the medium term, attention must be paid to the profit conversion efficiency of corporate AI investments and the risks brought by the lagging effects of high interest rates.