BREAKING: US business spending on computers and peripheral equipment, a key GDP measure of AI CapEx, jumped +$20.5 billion in Q2 2026 to a record $420.1 billion.

This includes spending on physical computing hardware, including servers, data storage, personal computers, and peripherals, making it a useful proxy for AI-related hardware investment.

This marks the 6th consecutive quarterly increase, totaling +$233.6 billion, or +125%.

Since Q3 2023, spending on computers and peripheral equipment has nearly tripled.

Furthermore, this metric does not fully capture AI CapEx, including AI data centers, communication equipment, and software.

The AI investment boom is reaching unprecedented levels.

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