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Concentration: Computers and Electronics vs the Rest of Durables (New Orders YoY, 3-Month Average)
Concentration: Computers and Electronics vs the Rest of Durables (New Orders YoY, 3-Month Average)#
Computer and electronics orders are up 15% year over year against 6% for other durables: this time AI is surging on its own, not the rest collapsing.Draft, pending review
How to read this chart
Orange is NAICS 334, computers and electronics, where AI lands; blue is all other durables. Three-month smoothed. Past wide gaps mostly came from the blue line collapsing in recessions (2009, 2020); this time the orange line is surging on its own.
Source: US BEA and FRED public statistics; FinSight compilation · Updated 2026-09-04
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