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◆ TESSARA JULY 23, 2026 The AI build, in hard customs dollars $26B PER MONTH +1.8% MoM · +93.4% YoY Worldwide US imports of server processing units (HS 8471.50). Hard customs evidence of the AI build. $0.0B $5.0B $10B $15B $20B $25B Breakout Aug '24 Mar '25 Oct '25 May '26 tessara.tech Source: US Census Bureau

The AI build, in hard customs dollars

America is importing more than $23B of server hardware a month, up close to 190% in a year. Customs filings are the hardest evidence that the buildout is real spending, not just press releases.
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