AI Data Insight

In Q2 2026, the quarter-over-quarter contribution of equipment and software investment to US GDP reached 0.8 percentage points, a slight decrease from the previous 0.88 percentage points, but maintaining a high level for two consecutive quarters. Although the overall annualized quarter-over-quarter GDP growth rate fell to 1.5% and missed expectations, business investment remains the core engine driving economic expansion, propelled by the demand for AI data centers and corporate digital transformation.

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