US AI Investment: Hits Record $1.77 Trillion in Q3
The Kobeissi Letter reports US private fixed investment in information processing equipment and software grew 7.3% annualized in Q3 2026 to a record $1.77 trillion, exceeding the 2000 Dot-Com Bubble peak.
SourceAnalysis
US private fixed investment in information processing equipment and software grew at an annualized rate of +7.3% in Q3 2026 to a record $1.77 trillion. This marks the largest quarterly increase since Q4 1983 and tops the +6.2% growth seen at the height of the 2000 Dot-Com Bubble. Since Q4 2022 the category has added $671 billion, lifting its share of GDP to a record 5.4% from the prior high of 4.5% in Q4 2000.
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