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AI Hardware Imports Have Outgrown US Production Since 2019
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Since 2019, imports of AI hardware have grown faster than US production in every category US production vs. imports: - Computers: +46% vs. +366% - Comms equipment: +87% vs. +175% - Semis: +76% vs. +131% - Grid & electrical equipment: -7% vs. +69% Charts of the Week: https://a16z.news/p/charts-of-the-week-a…
a16z@a16z1d ago
Power is one of the AI buildout's biggest bottlenecks, and US capacity to make electrical equipment is shrinking US factory capacity since 2019: - Comms equipment: +110% - Semis: +77% - Computers: +16% - Electrical equipment: -9% Electrical equipment prices are up 69%, the biggest jump of the four categories Charts of the Week: https://www.a16z.news/p/charts-of-the-week-attention-is-all
