AI Data Insight

The contribution of "equipment and software" investment to US GDP in the first quarter of 2026 surged to 0.88 percentage points, far exceeding the previous value of 0.17 percentage points and becoming a key pillar supporting the economy. Although the overall Q1 annualized GDP growth rate of 2.0% fell short of the market expectation of 2.3%, driven by the frenzy over AI infrastructure and data centers, corporate capital expenditure erupted strongly, effectively making up for the shortfall caused by the consumption slowdown.

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