hardware
The Layer Nobody’s Watching Is the One That Wins
March trade data arrived quietly last week, and almost nobody wrote it up. The economist Joseph Politano (@josephpolitano.bsky.social) flagged that US imports of large computers are running at a record pace amid the AI boom, about $340 billion a year. Not projections. Actual freight crossing actual borders. The number is large enough that it takes…
The Infrastructure Is the Argument
$340 billion a year. That is the annualized pace of US large-computer imports as of March 2026, a figure that arrived quietly in a trade data release and did not get nearly the headline it deserved. Not because it is boring, but because it is almost too clarifying. The AI boom is not primarily a…