Research theme
Technology supply chains
The hardware behind AI and automation moves through different countries, qualification regimes and supplier platforms. We map who supplies the U.S. market and how China-origin exposure has shifted.
Key figures
$164.5B
U.S. imports of AI-compute hardware, 2024
6.3%
China share of AI-compute hardware imports
12.5%
China share of physical-AI hardware imports
Reports in this theme
All research-
Technology supply chains
Physical AI Product Network
Half of the $72.5 billion the U.S. imports in robot, sensor, control and motor hardware sits in controls and power, and Mexico now supplies 1.8 times as much as China.
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Technology supply chains
AI Compute Hardware Trade Exposure
China supplies 6.3 percent of the $164.5 billion in U.S. AI-compute platform imports, down from a 29.5 percent peak in 2010; compute systems make up 60.6 percent of the total.
Data explorer
Explore technology hardware
See origins, China's share over time, product groups and the modelled downstream footprint in the interactive Explorer.