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Nominal Orders vs 2000: NAICS 334 New Orders ($B/Month, Seasonally Adjusted)
Nominal Orders vs 2000: NAICS 334 New Orders ($B/Month, Seasonally Adjusted)#
Nominal new orders hit a cycle high but remain below the June 2000 peak, a mark of 26 years of offshoring and hardware deflation.Draft, pending review
How to read this chart
This is the US-factory view, not the whole of AI demand.
Source: FinSight compilation and estimates · Updated 2026-09-04
↩ This chart lives on the pages7-macro-mon-02