a16z· @a16z · X·· 9 天前AI 评分63
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a16z 发文对比 2019 年以来美国本土产量与进口增速：计算机 +46% 对 +366%，通信设备 +87% 对 +175%，半导体 +76% 对 +131%，电网与电气设备 -7% 对 +69%，各类别进口增速均快于本土产量。其引用内容补充称，美国工厂产能自 2019 年通信设备 +110%、半导体 +77%、计算机 +16%、电气设备 -9%，电气设备价格上涨 69%，为四类中最大涨幅。
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正文
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://www.a16z.news/p/charts-of-the-week-attention-is-all
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在 X 查看被引用的帖子
来源：a16z · x.com