---
title: "U.S. June core capital goods orders exceeded expectations, with AI investment and defense spending supporting corporate investment in the first half of the year"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293947311.md"
description: "In June, U.S. core capital goods orders increased by 0.9% month-on-month, exceeding expectations, reflecting strong support for corporate capital willingness from AI investments and defense spending. The four major tech giants plan to invest $725 billion in AI infrastructure by 2026. Although total durable goods orders only increased by 0.3%, which was below expectations, core indicators show that private sector equipment investment remains robust"
datetime: "2026-07-27T14:30:05.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293947311.md)
  - [en](https://longbridge.com/en/news/293947311.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293947311.md)
---

# U.S. June core capital goods orders exceeded expectations, with AI investment and defense spending supporting corporate investment in the first half of the year

Data released by the U.S. Department of Commerce on July 27 shows that core capital goods orders in the U.S. increased by 0.9% month-on-month in June, exceeding market expectations and marking a solid conclusion for corporate capital investment in the first half of 2026. The revised data for May showed an increase of 1.9%. This core indicator, which excludes aircraft and military equipment, reflects the continued strong willingness of the U.S. private sector to invest in equipment. This year, driven by a surge in spending related to artificial intelligence and an increase in defense orders due to geopolitical conflicts, U.S. corporate investment has remained robust. Data shows that orders for computers, communication equipment, electrical equipment, and primary metal products all recorded growth. Among them, AI infrastructure construction has become the core driving force behind corporate equipment demand. In April of this year, four major tech giants—Alphabet, Meta, Microsoft, and Amazon—announced plans to invest up to $725 billion in AI-related capital expenditures by 2026. Meanwhile, geopolitical tensions have also boosted U.S. defense-related orders. However, from a broader perspective, total durable goods orders, including commercial aircraft and military equipment, only increased by 0.3% month-on-month in June, falling short of market expectations, indicating relatively moderate demand in areas outside of aviation and defense

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