AI Data Insight
In 2025, the contribution of US domestic private investment to GDP growth slipped to 0.36% (previous value 0.73%), indicating the emergence of lagging effects from the high-interest-rate environment on the real economy. Although corporate capital expenditure in AI and data centers was strong, consecutive quarterly declines in residential investment and inventory adjustments offset some of the momentum. The market generally expects that as interest rates decline in 2026, the housing market is poised to become a new engine for growth.