Skip to content
Palanor is in early release, with our founding customers.Become a founding customer →
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
PalanorPalanor

Line

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+14.6 pp since Aug 2016
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.

Related charts

AI & technologyForecast

U.S. Businesses Using AI

Share of U.S. businesses using AI to produce goods or services, and share expecting to within six months, %

24.6%Data 19 days ago
AI & technologyForecastMoving

AI in Text Index: S&P 500 Earnings Calls

How often calls use the words language models overuse, against their level before ChatGPT (January 2021 to September 2022 = one), trailing 90 days

1.05Data today
AI & technologyForecast

What Companies Talk About on Earnings Calls

Average mentions per S&P 500 earnings call, rolling 90 days

11.41 viewsData today
AI & technology

Hyperscaler Capital Spending

Capital expenditures, trailing 12 months, $ billions

$173BData to Jun 2026
AI & technologyForecastMoving

AI in Text Index: 10-K Risk Factors

Words language models overuse in S&P 500 annual reports, Item 1A, latest 10-K per company, against the level in 10-Ks filed before ChatGPT (= one)

1.41Data today
AI & technology· StudioForecast

U.S. Businesses Using AI (Census BTOS)

24.6%Data 19 days ago

Cookies

We only use essential cookies to keep you signed in and remember your theme. No analytics, no tracking, no ads. See the Privacy Policy for the full read.