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The Real Rate Index45.30.00Palanor: Inflation Pulse50.7+0.06Palanor: Geopolitical Stress59.7-0.25Palanor: Liquidity58.8+0.87Palanor: Capital Tightness46.4-1.11Palanor: Industrial Pulse70.10.00Palanor: AI Margin Compression52.8-0.63Palanor: Consumer Confidence47.1-1.44Palanor: US Dollar Strength46.5+0.01Palanor: Labor Heat63.20.00Palanor: Recession Vocabulary28.7+0.64Palanor: Uncertainty Index53.2-0.24Palanor: US Jobs Health40.30.00Palanor: Energy Transition37.7+0.74Palanor: Reshoring Sentiment22.7-0.15Palanor: AI Substitution28.6+0.24The Social Fabric Index45.70.00Palanor: Geopolitical Anxiety19.8+0.43Palanor: Quit Pressure34.7-2.85The Mania Index88.00.00The Palanor Index57.5+0.37Cost Disease Spread33.20.00Palanor: US vs China49.4-0.05Rise of Socialism Index40.6-0.18The Bubble Memory98.5-0.00Palanor: Steward Confidence51.0+0.19The Long Watch90.30.00The Reshoring Index55.20.00The Capital Return Index80.2-0.77The Discourse Index74.3+1.91The Hesitation Index33.4+2.64Palanor AI Inference Cost Index71.2-0.03The AI Capex Race Index76.1-2.39The Boardroom Index81.7-0.84The Layoff Cycle Index35.6+2.75Capital Deployment Posture Index61.7-0.67The Consumer Health Index41.8+0.07Labor Hours Composite44.40.00The Dollar Erosion Index65.5-1.13Palanor: Risk Appetite35.4-0.76
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AI Hardware Share of U.S. Imports

Servers, chips and related equipment as a share of all U.S. goods imports, %

18.0% in Aug 2026+7.0 pp since Aug 2025
YTD1y2y5y10y20yAll
ForecastOffContinuationForesight™
Show · 1 ▾
U.S. recessionsShades the months the NBER dates as recession. U.S. charts only.5-year rangeThe highest and lowest readings of the last five years, as a band. One-series charts only.High and lowMarks the highest and lowest readings in the window shown.
Reading overdue·Data to Aug 2026

Plays the chart through its history. Pauses are where the data set a record or moved most.

Palanor Foresight™ comes with a free Palanor account. Create one · Continuation is open to everyone.

Uses the IMF’s basket of product codes covering computers, servers, parts, chips and chipmaking tools.

How much of what the U.S. imports is the hardware behind AI. The share tracks the data center build-out more directly than any single company’s spending.

What this chart reads

Sources

AI Hardware Share of U.S. Goods Imports. Source: U.S. Census Bureau, U.S. International Trade in Goods, monthly HS6 detail, via the Census International Trade API. Census trade data are in the public domain. This product uses the Census Bureau Data API but is not endorsed or certified by the Census Bureau.

Charts are drawn from Palanor's signal library and recomputed from source data on every view. Transformations (changes, indexing, year-on-year rates) are Palanor's.

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