AI Data Insight
In the U.S. real GDP for the second quarter of 2026, the contribution of government consumption expenditures and gross investment turned negative from 0.73% in the previous quarter to -0.14%, becoming a major drag on the economy. Coupled with a surge in AI-related equipment imports that offset strong private consumption, overall U.S. GDP growth in the second quarter slowed to 1.5%, falling short of the market consensus expectation of 2.1%.