US trade deficit ex-data centers is just 0.7% of GDP, lowest since 2000
soumitrashukla9 · x · 2026-11-06
Charts shared by economist Jason Furman are now permanently hosted on Econvitals, updating minutes after each monthly trade release, splitting the US trade balance into with/without data center equipment. Through September, the deficit is 2.7% of GDP; excluding computers, chips and network gear going into data centers, it is just 0.7% — the smallest for those months since 2000, showing AI compute imports now dominate the US trade gap.
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