US tech hardware imports just hit $86.9B in September—a new record.
That's a $12.1B jump in ONE month. Computers, semiconductors, accessories—all surging.
Since early 2024, these imports have more than 4x'd. Year-over-year growth is now +151%, blowing past the 2000 Dot-Com peak of +34%.
We're now running at over $1 trillion annualized for the first time ever.
This isn't just AI hype. This is real capital flowing into physical infrastructure—data centers, chips, hardware buildouts.
Demand for tech hardware is exploding. Supply chains are scrambling. Margins matter more than ever.
Watch the semiconductor names, the infrastructure plays, and the companies actually shipping product. This cycle is different.
That's a $12.1B jump in ONE month. Computers, semiconductors, accessories—all surging.
Since early 2024, these imports have more than 4x'd. Year-over-year growth is now +151%, blowing past the 2000 Dot-Com peak of +34%.
We're now running at over $1 trillion annualized for the first time ever.
This isn't just AI hype. This is real capital flowing into physical infrastructure—data centers, chips, hardware buildouts.
Demand for tech hardware is exploding. Supply chains are scrambling. Margins matter more than ever.
Watch the semiconductor names, the infrastructure plays, and the companies actually shipping product. This cycle is different.
