CapEx in the US is skyrocketing: The value of US nondefense capital goods shipments, excluding aircraft, jumped +11.6% YoY in September, reaching a record $86 billion. This marks the fastest annual growth rate since July 2021. Even more impressive, shipments have risen at a 3-month annualized rate of +16.5%, the strongest pace since 2011, excluding the pandemic recovery. Since October 2024, shipments have increased by +$12 billion, or +16.5%. Much of this momentum is being fueled by the AI investment boom. Orders for computers, servers, storage devices, and related equipment have surged +27% YoY, the largest annual increase since January 1997. The AI infrastructure buildout is beyond massive.

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