AI infrastructure boom sweeps the United States, with a surge in computing equipment imports pushing the trade deficit to its highest level since March 2025

Odaily News: U.S. goods imports grew 3.7% above expectations in July, while U.S. goods exports fell 2.9%. Imports of capital goods (primarily computers and accessories, semiconductors, and telecommunications equipment) recorded their largest increase since 1993. This is highly consistent with the physical delivery logic of AI data centers continuously importing high-performance AI server components, core AI computing accelerators, network infrastructure equipment, data center power systems, and liquid cooling components.