I'm going to go out on a limb and say it has some thing to do with those data centers and LLM stuff.
So the increase was 3.1% and it was "fourth largest in the last decade", which means, "barely above average growth rate". Considering that economy growth rate was the fastest in a decade except 2021 which was a covid recovery year, it doesn't really show anything abnormal at all.
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Funny, I was thinking the same thing.